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 | $37,792 | $100,773-62.5% | $88,946-57.5% | $142,382-73.5% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 17.97% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,467 | $2,918+53.1% | $2,555+74.8% | $4,299+3.9% |
| Participant deferral / active EE | $6,462 | $5,230+23.5% | $4,581+41.0% | $6,507-0.7% |
| Admin fee / account holder | $658 | $9,693-93.2% | $8,261-92.0% | $12,624-94.8% |