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 | $62,218 | $65,365-4.8% | $92,893-33.0% | $72,985-14.8% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 20.88% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $629 | $2,594-75.8% | $3,653-82.8% | $2,440-74.2% |
| Participant deferral / active EE | $4,354 | $3,128+39.2% | $4,236+2.8% | $3,607+20.7% |
| Admin fee / account holder | $382 | $4,251-91.0% | $5,794-93.4% | $5,124-92.5% |