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 | $30,172 | $81,248-62.9% | $155,509-80.6% | $80,856-62.7% |
| Participation rate | 80.4% | 66.2%+14.2pp | 78.2%+2.2pp | 67.6%+12.8pp |
| Annual return | 10.66% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $989 | $3,100-68.1% | $4,672-78.8% | $2,755-64.1% |
| Participant deferral / active EE | $1,541 | $3,452-55.3% | $5,626-72.6% | $4,296-64.1% |
| Admin fee / account holder | $8,578 | $7,997+7.3% | $15,912-46.1% | $6,918+24.0% |