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 8-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 | $103,233 | $96,484+7.0% | $75,886+36.0% | $152,861-32.5% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.3%+1.3pp | 82.4%-11.9pp |
| Annual return | 22.65% | 33.98%-11.3pp | 30.76%-8.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,797 | $3,309-15.5% | $2,500+11.9% | $4,762-41.3% |
| Participant deferral / active EE | $3,452 | $4,553-24.2% | $3,603-4.2% | $5,850-41.0% |
| Admin fee / account holder | $397 | $8,078-95.1% | $5,418-92.7% | $11,596-96.6% |