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 | $43,646 | $85,004-48.7% | $76,284-42.8% | $145,959-70.1% |
| Participation rate | 85.7% | 82.9%+2.8pp | 79.2%+6.5pp | 80.3%+5.4pp |
| Annual return | 13.88% | 13.11%+0.8pp | 13.77%+0.1pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,621 | $5,265-50.2% | $4,585-42.8% | $4,661-43.8% |
| Participant deferral / active EE | $3,760 | $6,390-41.2% | $5,478-31.4% | $6,689-43.8% |
| Admin fee / account holder | $2,309 | $5,760-59.9% | $5,131-55.0% | $13,398-82.8% |