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 | $52,766 | $107,334-50.8% | $92,893-43.2% | $152,861-65.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 29.82% | 145.58%-115.8pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $11,827 | $4,221+180.2% | $3,653+223.8% | $4,762+148.4% |
| Participant deferral / active EE | $7,642 | $4,845+57.7% | $4,236+80.4% | $5,850+30.6% |
| Admin fee / account holder | $1,359 | $7,079-80.8% | $5,794-76.5% | $11,596-88.3% |