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 | $63,886 | $109,413-41.6% | $156,263-59.1% | $84,808-24.7% |
| Participation rate | 71.1% | 72.7%-1.6pp | 78.9%-7.8pp | 68.3%+2.8pp |
| Annual return | 17.04% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,194 | $2,907-24.5% | $4,333-49.4% | $2,631-16.6% |
| Participant deferral / active EE | $3,893 | $4,590-15.2% | $6,158-36.8% | $4,212-7.6% |
| Admin fee / account holder | $2,571 | $9,357-72.5% | $14,255-82.0% | $7,344-65.0% |