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 | $63,708 | $159,602-60.1% | $150,045-57.5% | $142,382-55.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,660 | $4,961+74.6% | $4,693+84.5% | $4,299+101.4% |
| Participant deferral / active EE | $18,118 | $8,310+118.0% | $7,997+126.6% | $6,507+178.4% |
| Admin fee / account holder | $32,515 | $14,846+119.0% | $13,435+142.0% | $12,624+157.6% |