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 7-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 | $97,452 | $109,881-11.3% | $150,045-35.1% | $84,808+14.9% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 29.00% | 28.25%+0.8pp | 62.55%-33.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $7,408 | $3,561+108.0% | $4,693+57.8% | $2,631+181.6% |
| Participant deferral / active EE | $14,081 | $6,636+112.2% | $7,997+76.1% | $4,212+234.3% |
| Admin fee / account holder | $2,185 | $8,568-74.5% | $13,435-83.7% | $7,344-70.3% |