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 | $24,195 | $77,730-68.9% | $70,164-65.5% | $139,434-82.6% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.8%-1.1pp | 80.3%-2.5pp |
| Annual return | 12.12% | 18.98%-6.9pp | 18.87%-6.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,518 | $4,990-49.5% | $4,287-41.3% | $4,751-47.0% |
| Participant deferral / active EE | $4,264 | $6,448-33.9% | $5,395-21.0% | $6,710-36.4% |
| Admin fee / account holder | $6,998 | $5,368+30.3% | $4,561+53.4% | $11,403-38.6% |