See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,776 | $106,515-79.6% | $96,683-77.5% | $139,434-84.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 24.12% | 38.43%-14.3pp | 35.69%-11.6pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,447 | $4,103-40.4% | $3,737-34.5% | $4,751-48.5% |
| Participant deferral / active EE | $5,604 | $5,454+2.8% | $4,878+14.9% | $6,710-16.5% |
| Admin fee / account holder | $2,512 | $7,877-68.1% | $6,730-62.7% | $11,403-78.0% |