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 | $63,850 | $108,919-41.4% | $100,391-36.4% | $145,922-56.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 21.52% | 57.88%-36.4pp | 49.20%-27.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $3,903 | $4,419-11.7% | $3,942-1.0% | $4,660-16.2% |
| Participant deferral / active EE | $10,328 | $8,445+22.3% | $8,082+27.8% | $6,688+54.4% |
| Admin fee / account holder | $976 | $9,689-89.9% | $7,899-87.6% | $13,397-92.7% |