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 6-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 | $36,949 | $98,652-62.5% | $142,942-74.2% | $82,448-55.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.8%+12.1pp | 68.1%+20.8pp |
| Annual return | 14.64% | 22.65%-8.0pp | 113.70%-99.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,064 | $3,211-35.7% | $4,139-50.1% | $2,551-19.1% |
| Participant deferral / active EE | $5,291 | $5,580-5.2% | $7,128-25.8% | $4,139+27.8% |
| Admin fee / account holder | $3,356 | $8,078-58.5% | $12,475-73.1% | $7,234-53.6% |