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 9-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 | $92,492 | $217,402-57.5% | $185,823-50.2% | $167,490-44.8% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.16% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $8,780 | $5,873+49.5% | $5,167+69.9% | $4,837+81.5% |
| Participant deferral / active EE | $7,197 | $6,356+13.2% | $5,568+29.3% | $6,341+13.5% |
| Admin fee / account holder | $6,213 | $19,811-68.6% | $16,237-61.7% | $12,309-49.5% |