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 | $37,387 | $148,534-74.8% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.00% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,266 | $5,243-37.7% | $4,856-32.7% | $4,751-31.2% |
| Participant deferral / active EE | $3,869 | $8,100-52.2% | $7,758-50.1% | $6,710-42.3% |
| Admin fee / account holder | $613 | $12,400-95.1% | $10,762-94.3% | $11,403-94.6% |