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 | $73,422 | $127,777-42.5% | $106,548-31.1% | $167,490-56.2% |
| Participation rate | 81.0% | 78.3%+2.7pp | 76.1%+4.8pp | 82.1%-1.2pp |
| Annual return | 8.81% | 33.87%-25.1pp | 26.80%-18.0pp | 478.56%-469.7pp |
| Employer contribution / active EE | $949 | $3,427-72.3% | $2,819-66.3% | $4,837-80.4% |
| Participant deferral / active EE | $2,016 | $5,087-60.4% | $4,398-54.2% | $6,341-68.2% |
| Admin fee / account holder | $2,591 | $11,228-76.9% | $7,407-65.0% | $12,309-78.9% |