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 | $64,924 | $154,228-57.9% | $145,433-55.4% | $137,256-52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,373 | $4,804-50.6% | $4,554-47.9% | $4,156-42.9% |
| Participant deferral / active EE | $8,870 | $8,216+8.0% | $7,897+12.3% | $6,407+38.4% |
| Admin fee / account holder | $4,600 | $14,344-67.9% | $13,129-65.0% | $12,270-62.5% |