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 | $69,115 | $124,281-44.4% | $109,143-36.7% | $167,490-58.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 11.85% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,040 | $4,207-75.3% | $3,722-72.1% | $4,837-78.5% |
| Participant deferral / active EE | $8,000 | $5,255+52.2% | $4,653+71.9% | $6,341+26.2% |
| Admin fee / account holder | $2,286 | $7,970-71.3% | $6,752-66.1% | $12,309-81.4% |