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 | $23,870 | $72,277-67.0% | $101,248-76.4% | $79,858-70.1% |
| Participation rate | 82.6% | 68.5%+14.1pp | 75.8%+6.8pp | 69.6%+13.0pp |
| Annual return | 37.55% | 22.30%+15.2pp | 46.47%-8.9pp | 31.71%+5.8pp |
| Employer contribution / active EE | $1,795 | $2,692-33.3% | $3,660-50.9% | $2,471-27.3% |
| Participant deferral / active EE | $5,197 | $3,282+58.4% | $4,370+18.9% | $3,740+38.9% |
| Admin fee / account holder | $898 | $4,400-79.6% | $5,945-84.9% | $5,306-83.1% |