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 | $63,751 | $107,334-40.6% | $92,893-31.4% | $152,861-58.3% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 26.22% | 145.58%-119.4pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,208 | $4,221-71.4% | $3,653-66.9% | $4,762-74.6% |
| Participant deferral / active EE | $6,387 | $4,845+31.8% | $4,236+50.8% | $5,850+9.2% |
| Admin fee / account holder | $1,720 | $7,079-75.7% | $5,794-70.3% | $11,596-85.2% |