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 7-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 | $54,827 | $159,602-65.6% | $150,045-63.5% | $142,382-61.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.24% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,520 | $4,961-8.9% | $4,693-3.7% | $4,299+5.1% |
| Participant deferral / active EE | $5,616 | $8,310-32.4% | $7,997-29.8% | $6,507-13.7% |
| Admin fee / account holder | $1,151 | $14,846-92.2% | $13,435-91.4% | $12,624-90.9% |