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 6-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 | $50,822 | $80,717-37.0% | $154,803-67.2% | $84,808-40.1% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 14.39% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,069 | $2,761-25.1% | $4,305-51.9% | $2,631-21.3% |
| Participant deferral / active EE | $4,735 | $3,303+43.3% | $5,540-14.5% | $4,212+12.4% |
| Admin fee / account holder | $9,130 | $6,746+35.4% | $14,329-36.3% | $7,344+24.3% |