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 | $126,371 | $113,339+11.5% | $94,993+33.0% | $147,584-14.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,755 | $3,160-44.5% | $2,603-32.6% | $4,876-64.0% |
| Participant deferral / active EE | $1,878 | $3,777-50.3% | $3,317-43.4% | $5,439-65.5% |
| Admin fee / account holder | $362 | $6,063-94.0% | $4,960-92.7% | $10,885-96.7% |