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 | $151,619 | $81,248+86.6% | $155,509-2.5% | $80,856+87.5% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 16.08% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,478 | $3,100-52.3% | $4,672-68.4% | $2,755-46.4% |
| Participant deferral / active EE | $2,879 | $3,452-16.6% | $5,626-48.8% | $4,296-33.0% |
| Admin fee / account holder | $1,019 | $7,997-87.3% | $15,912-93.6% | $6,918-85.3% |