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 | $31,200 | $89,355-65.1% | $141,162-77.9% | $72,985-57.3% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 24.05% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,726 | $3,114+19.6% | $4,735-21.3% | $2,440+52.7% |
| Participant deferral / active EE | $6,582 | $5,418+21.5% | $6,709-1.9% | $3,607+82.5% |
| Admin fee / account holder | $1,390 | $5,958-76.7% | $10,261-86.4% | $5,124-72.9% |