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 | $32,102 | $149,734-78.6% | $118,925-73.0% | $158,922-79.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 62.31% | 19.95%+42.4pp | 35.88%+26.4pp | 302.83%-240.5pp |
| Employer contribution / active EE | $4,589 | $4,115+11.5% | $3,263+40.7% | $4,761-3.6% |
| Participant deferral / active EE | $5,999 | $5,223+14.9% | $4,265+40.7% | $5,982+0.3% |
| Admin fee / account holder | $3,530 | $8,603-59.0% | $6,581-46.4% | $11,246-68.6% |