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 8-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 | $46,423 | $86,929-46.6% | $102,423-54.7% | $80,856-42.6% |
| Participation rate | 84.1% | 72.4%+11.8pp | 76.5%+7.6pp | 67.6%+16.5pp |
| Annual return | 15.96% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,098 | $2,369-11.5% | $3,023-30.6% | $2,755-23.8% |
| Participant deferral / active EE | $3,882 | $4,118-5.7% | $5,053-23.2% | $4,296-9.6% |
| Admin fee / account holder | $4,624 | $8,049-42.5% | $9,451-51.1% | $6,918-33.2% |