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 | $29,014 | $72,492-60.0% | $87,100-66.7% | $72,985-60.2% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 30.92% | 24.46%+6.5pp | 28.19%+2.7pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,346 | $1,894-28.9% | $2,521-46.6% | $2,440-44.8% |
| Participant deferral / active EE | $3,950 | $3,270+20.8% | $4,049-2.4% | $3,607+9.5% |
| Admin fee / account holder | $3,459 | $5,055-31.6% | $7,497-53.9% | $5,124-32.5% |