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 | $76,463 | $149,734-48.9% | $118,925-35.7% | $158,922-51.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 18.24% | 19.95%-1.7pp | 35.88%-17.6pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,221 | $4,115-46.0% | $3,263-31.9% | $4,761-53.4% |
| Participant deferral / active EE | $9,681 | $5,223+85.3% | $4,265+127.0% | $5,982+61.8% |
| Admin fee / account holder | $365 | $8,603-95.8% | $6,581-94.5% | $11,246-96.8% |