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 | $13,940 | $81,233-82.8% | $155,567-91.0% | $80,874-82.8% |
| Participation rate | 85.5% | 66.2%+19.2pp | 78.2%+7.3pp | 67.6%+17.8pp |
| Annual return | 14.10% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,875 | $3,101-39.5% | $4,674-59.9% | $2,756-32.0% |
| Participant deferral / active EE | $3,173 | $3,452-8.1% | $5,628-43.6% | $4,297-26.2% |
| Admin fee / account holder | $2,154 | $7,998-73.1% | $15,916-86.5% | $6,935-68.9% |