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 8-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 | $90,603 | $175,202-48.3% | $149,673-39.5% | $139,434-35.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.91% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,726 | $5,474-50.2% | $4,818-43.4% | $4,751-42.6% |
| Participant deferral / active EE | $4,199 | $6,519-35.6% | $5,680-26.1% | $6,710-37.4% |
| Admin fee / account holder | $924 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |