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 | $28,127 | $73,933-62.0% | $96,683-70.9% | $75,163-62.6% |
| Participation rate | 81.3% | 66.4%+14.8pp | 74.3%+6.9pp | 67.2%+14.1pp |
| Annual return | 16.37% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,715 | $2,928-41.4% | $3,737-54.1% | $2,670-35.8% |
| Participant deferral / active EE | $4,061 | $3,659+11.0% | $4,878-16.8% | $4,125-1.6% |
| Admin fee / account holder | $627 | $5,216-88.0% | $6,730-90.7% | $5,651-88.9% |