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 | $45,874 | $60,022-23.6% | $88,946-48.4% | $84,808-45.9% |
| Participation rate | 94.6% | 57.8%+36.8pp | 68.8%+25.7pp | 68.3%+26.3pp |
| Annual return | 18.75% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,879 | $1,703+10.3% | $2,555-26.5% | $2,631-28.6% |
| Participant deferral / active EE | $2,994 | $3,114-3.9% | $4,581-34.7% | $4,212-28.9% |
| Admin fee / account holder | $2,250 | $4,811-53.2% | $8,261-72.8% | $7,344-69.4% |