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 | $41,500 | $99,877-58.4% | $84,966-51.2% | $145,922-71.6% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 12.70% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,977 | $3,231-38.8% | $2,727-27.5% | $4,660-57.6% |
| Participant deferral / active EE | $5,927 | $5,291+12.0% | $4,519+31.1% | $6,688-11.4% |
| Admin fee / account holder | $1,037 | $7,248-85.7% | $6,149-83.1% | $13,397-92.3% |