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 | $80,158 | $133,922-40.1% | $116,228-31.0% | $142,382-43.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 11.73% | 147.76%-136.0pp | 90.06%-78.3pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,057 | $3,446-11.3% | $2,994+2.1% | $4,299-28.9% |
| Participant deferral / active EE | $6,483 | $5,672+14.3% | $4,953+30.9% | $6,507-0.4% |
| Admin fee / account holder | $342 | $14,945-97.7% | $11,989-97.1% | $12,624-97.3% |