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 | $47,377 | $107,934-56.1% | $91,989-48.5% | $152,861-69.0% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 21.54% | 89.24%-67.7pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $6,100 | $4,210+44.9% | $3,452+76.7% | $4,762+28.1% |
| Participant deferral / active EE | $5,215 | $6,364-18.1% | $5,923-11.9% | $5,850-10.9% |
| Admin fee / account holder | $2,829 | $10,520-73.1% | $7,743-63.5% | $11,596-75.6% |