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 | $163,686 | $94,625+73.0% | $116,228+40.8% | $84,808+93.0% |
| Participation rate | 89.4% | 70.4%+18.9pp | 74.6%+14.8pp | 68.3%+21.1pp |
| Annual return | 17.94% | 20.40%-2.5pp | 90.06%-72.1pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,702 | $2,347-27.5% | $2,994-43.2% | $2,631-35.3% |
| Participant deferral / active EE | $2,262 | $3,972-43.0% | $4,953-54.3% | $4,212-46.3% |
| Admin fee / account holder | $5,148 | $10,091-49.0% | $11,989-57.1% | $7,344-29.9% |