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 | $68,074 | $78,422-13.2% | $95,952-29.1% | $79,858-14.8% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 11.42% | 19.37%-7.9pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,952 | $1,945+0.4% | $2,541-23.2% | $2,471-21.0% |
| Participant deferral / active EE | $3,261 | $3,440-5.2% | $4,167-21.7% | $3,740-12.8% |
| Admin fee / account holder | $22,091 | $5,622+292.9% | $6,795+225.1% | $5,306+316.3% |