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 | $88,402 | $175,202-49.5% | $149,673-40.9% | $139,434-36.6% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 15.27% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,725 | $5,474+22.8% | $4,818+39.6% | $4,751+41.6% |
| Participant deferral / active EE | $6,645 | $6,519+1.9% | $5,680+17.0% | $6,710-1.0% |
| Admin fee / account holder | $11,884 | $16,150-26.4% | $13,210-10.0% | $11,403+4.2% |