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 | $83,779 | $177,572-52.8% | $154,803-45.9% | $142,382-41.2% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 13.57% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,355 | $4,810-30.3% | $4,305-22.1% | $4,299-22.0% |
| Participant deferral / active EE | $4,934 | $6,272-21.3% | $5,540-10.9% | $6,507-24.2% |
| Admin fee / account holder | $22,471 | $16,786+33.9% | $14,329+56.8% | $12,624+78.0% |