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 7-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 | $70,511 | $93,571-24.6% | $135,903-48.1% | $75,163-6.2% |
| Participation rate | 70.6% | 75.2%-4.6pp | 81.9%-11.3pp | 67.2%+3.4pp |
| Annual return | 18.41% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,363 | $3,537-4.9% | $4,856-30.7% | $2,670+26.0% |
| Participant deferral / active EE | $6,429 | $6,404+0.4% | $7,758-17.1% | $4,125+55.9% |
| Admin fee / account holder | $6,586 | $6,975-5.6% | $10,762-38.8% | $5,651+16.5% |