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 9-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 | $24,425 | $103,376-76.4% | $87,100-72.0% | $152,861-84.0% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 16.78% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,556 | $3,220-51.7% | $2,521-38.3% | $4,762-67.3% |
| Participant deferral / active EE | $2,347 | $4,778-50.9% | $4,049-42.0% | $5,850-59.9% |
| Admin fee / account holder | $6,798 | $12,205-44.3% | $7,497-9.3% | $11,596-41.4% |