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 | $42,643 | $117,841-63.8% | $102,423-58.4% | $145,922-70.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.98% | 31.65%-16.7pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,213 | $3,615-38.8% | $3,023-26.8% | $4,660-52.5% |
| Participant deferral / active EE | $3,805 | $5,731-33.6% | $5,053-24.7% | $6,688-43.1% |
| Admin fee / account holder | $978 | $13,326-92.7% | $9,451-89.6% | $13,397-92.7% |