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 | $31,684 | $140,940-77.5% | $112,229-71.8% | $139,434-77.3% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 17.67% | 32.71%-15.0pp | 30.20%-12.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,901 | $4,283-55.6% | $3,430-44.6% | $4,751-60.0% |
| Participant deferral / active EE | $4,155 | $5,874-29.3% | $4,798-13.4% | $6,710-38.1% |
| Admin fee / account holder | $1,537 | $9,954-84.6% | $7,748-80.2% | $11,403-86.5% |