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 8-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 | $18,428 | $106,515-82.7% | $96,683-80.9% | $139,434-86.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 11.46% | 38.43%-27.0pp | 35.69%-24.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,546 | $4,103-62.3% | $3,737-58.6% | $4,751-67.5% |
| Participant deferral / active EE | $3,439 | $5,454-36.9% | $4,878-29.5% | $6,710-48.7% |
| Admin fee / account holder | $930 | $7,877-88.2% | $6,730-86.2% | $11,403-91.8% |