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 | $89,082 | $78,520+13.5% | $96,576-7.8% | $82,448+8.0% |
| Participation rate | 74.5% | 77.7%-3.3pp | 81.4%-7.0pp | 68.1%+6.4pp |
| Annual return | 17.72% | 41.30%-23.6pp | 38.47%-20.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,960 | $2,630-25.4% | $3,553-44.8% | $2,551-23.2% |
| Participant deferral / active EE | $4,514 | $6,754-33.2% | $7,956-43.3% | $4,139+9.0% |
| Admin fee / account holder | $2,456 | $13,455-81.7% | $11,381-78.4% | $7,234-66.1% |