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 | $40,463 | $51,045-20.7% | $70,515-42.6% | $71,457-43.4% |
| Participation rate | 79.0% | 59.4%+19.6pp | 68.3%+10.7pp | 67.9%+11.1pp |
| Annual return | 18.92% | 42.63%-23.7pp | 32.77%-13.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,849 | $1,790+59.1% | $2,973-4.2% | $2,588+10.1% |
| Participant deferral / active EE | $3,987 | $3,026+31.7% | $4,567-12.7% | $4,289-7.0% |
| Admin fee / account holder | $1,975 | $1,994-0.9% | $6,412-69.2% | $1,587+24.4% |