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 | $134,709 | $154,228-12.7% | $145,433-7.4% | $137,256-1.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 28.19% | 74.59%-46.4pp | 66.58%-38.4pp | 220.34%-192.2pp |
| Employer contribution / active EE | $4,722 | $4,804-1.7% | $4,554+3.7% | $4,156+13.6% |
| Participant deferral / active EE | $13,640 | $8,216+66.0% | $7,897+72.7% | $6,407+112.9% |
| Admin fee / account holder | $12,466 | $14,344-13.1% | $13,129-5.1% | $12,270+1.6% |