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 | $52,888 | $74,927-29.4% | $101,794-48.0% | $84,808-37.6% |
| Participation rate | 76.8% | 61.4%+15.4pp | 69.2%+7.6pp | 68.3%+8.5pp |
| Annual return | 21.74% | 18.70%+3.0pp | 30.53%-8.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,657 | $1,522+74.6% | $2,289+16.1% | $2,631+1.0% |
| Participant deferral / active EE | $4,610 | $3,099+48.7% | $4,084+12.9% | $4,212+9.5% |
| Admin fee / account holder | $3,552 | $6,514-45.5% | $8,777-59.5% | $7,344-51.6% |