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 | $37,937 | $127,065-70.1% | $113,168-66.5% | $142,382-73.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 17.55% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,077 | $3,442-39.7% | $2,975-30.2% | $4,299-51.7% |
| Participant deferral / active EE | $6,253 | $5,716+9.4% | $5,107+22.4% | $6,507-3.9% |
| Admin fee / account holder | $11,825 | $15,736-24.9% | $12,068-2.0% | $12,624-6.3% |