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 8-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 | $33,094 | $117,841-71.9% | $102,423-67.7% | $145,922-77.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.78% | 31.65%-19.9pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,095 | $3,615-42.0% | $3,023-30.7% | $4,660-55.0% |
| Participant deferral / active EE | $4,333 | $5,731-24.4% | $5,053-14.2% | $6,688-35.2% |
| Admin fee / account holder | $2,087 | $13,326-84.3% | $9,451-77.9% | $13,397-84.4% |