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 | $87,970 | $159,602-44.9% | $150,045-41.4% | $142,382-38.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.05% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,796 | $4,961+16.8% | $4,693+23.5% | $4,299+34.8% |
| Participant deferral / active EE | $12,893 | $8,310+55.1% | $7,997+61.2% | $6,507+98.1% |
| Admin fee / account holder | $2,633 | $14,846-82.3% | $13,435-80.4% | $12,624-79.1% |