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 6-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 | $17,423 | $163,101-89.3% | $136,749-87.3% | $142,382-87.8% |
| Participation rate | 93.3% | 78.2%+15.1pp | 72.1%+21.2pp | 80.1%+13.2pp |
| Annual return | 26.48% | 27.54%-1.1pp | 24.33%+2.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $3,454 | $4,117-16.1% | $3,400+1.6% | $4,299-19.7% |
| Participant deferral / active EE | $6,451 | $5,585+15.5% | $4,692+37.5% | $6,507-0.9% |
| Admin fee / account holder | $11,976 | $14,318-16.4% | $11,386+5.2% | $12,624-5.1% |