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 | $38,845 | $53,777-27.8% | $134,143-71.0% | $79,858-51.4% |
| Participation rate | 82.9% | 58.8%+24.2pp | 72.2%+10.8pp | 69.6%+13.3pp |
| Annual return | 18.91% | 19.01%-0.1pp | 36.33%-17.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,560 | $1,321+18.0% | $3,704-57.9% | $2,471-36.9% |
| Participant deferral / active EE | $2,313 | $2,420-4.4% | $3,499-33.9% | $3,740-38.2% |
| Admin fee / account holder | $492 | $3,984-87.7% | $6,684-92.6% | $5,306-90.7% |