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 | $54,244 | $111,301-51.3% | $112,977-52.0% | $158,922-65.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 21.32% | 26.40%-5.1pp | 24.24%-2.9pp | 302.83%-281.5pp |
| Employer contribution / active EE | $5,396 | $4,471+20.7% | $4,255+26.8% | $4,761+13.3% |
| Participant deferral / active EE | $6,578 | $5,880+11.9% | $5,836+12.7% | $5,982+10.0% |
| Admin fee / account holder | $1,824 | $8,392-78.3% | $6,294-71.0% | $11,246-83.8% |