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 9-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 | $51,153 | $88,042-41.9% | $138,135-63.0% | $79,858-35.9% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.7%+7.0pp | 69.6%+16.1pp |
| Annual return | 22.95% | 20.58%+2.4pp | 20.51%+2.4pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,173 | $3,103+2.2% | $5,587-43.2% | $2,471+28.4% |
| Participant deferral / active EE | $4,291 | $4,704-8.8% | $6,431-33.3% | $3,740+14.7% |
| Admin fee / account holder | $1,067 | $7,791-86.3% | $11,856-91.0% | $5,306-79.9% |