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 7-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 | $63,095 | $80,717-21.8% | $154,803-59.2% | $84,808-25.6% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.6pp | 68.3%+13.3pp |
| Annual return | 19.16% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,441 | $2,761-11.6% | $4,305-43.3% | $2,631-7.2% |
| Participant deferral / active EE | $6,337 | $3,303+91.9% | $5,540+14.4% | $4,212+50.5% |
| Admin fee / account holder | $3,271 | $6,746-51.5% | $14,329-77.2% | $7,344-55.5% |