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 | $36,854 | $48,230-23.6% | $67,502-45.4% | $80,856-54.4% |
| Participation rate | 95.8% | 66.4%+29.5pp | 72.9%+23.0pp | 67.6%+28.2pp |
| Annual return | 12.60% | 18.28%-5.7pp | 3512.12%-3499.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,223 | $2,020+10.1% | $2,731-18.6% | $2,755-19.3% |
| Participant deferral / active EE | $6,457 | $2,924+120.8% | $4,000+61.4% | $4,296+50.3% |
| Admin fee / account holder | $7,765 | $3,681+110.9% | $3,998+94.2% | $6,918+12.2% |