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 | $49,106 | $43,327+13.3% | $59,878-18.0% | $64,186-23.5% |
| Participation rate | 79.4% | 69.2%+10.2pp | 74.7%+4.7pp | 69.6%+9.8pp |
| Annual return | 13.46% | -1.55%+15.0pp | 3.46%+10.0pp | 7.63%+5.8pp |
| Employer contribution / active EE | $915 | $2,028-54.9% | $2,722-66.4% | $2,381-61.6% |
| Participant deferral / active EE | $2,249 | $2,546-11.7% | $3,402-33.9% | $3,470-35.2% |
| Admin fee / account holder | $2,136 | $3,005-28.9% | $3,590-40.5% | $4,888-56.3% |