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 | $34,328 | $99,877-65.6% | $84,966-59.6% | $145,922-76.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.94% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,286 | $3,231-29.3% | $2,727-16.2% | $4,660-50.9% |
| Participant deferral / active EE | $4,319 | $5,291-18.4% | $4,519-4.4% | $6,688-35.4% |
| Admin fee / account holder | $8,896 | $7,248+22.7% | $6,149+44.7% | $13,397-33.6% |