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 | $118,635 | $149,734-20.8% | $118,925-0.2% | $158,922-25.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 21.56% | 19.95%+1.6pp | 35.88%-14.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,837 | $4,115-31.1% | $3,263-13.1% | $4,761-40.4% |
| Participant deferral / active EE | $4,256 | $5,223-18.5% | $4,265-0.2% | $5,982-28.9% |
| Admin fee / account holder | $1,059 | $8,603-87.7% | $6,581-83.9% | $11,246-90.6% |