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 9-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 | $30,216 | $71,050-57.5% | $93,606-67.7% | $80,856-62.6% |
| Participation rate | 74.6% | 60.4%+14.2pp | 68.7%+5.9pp | 67.6%+7.0pp |
| Annual return | 13.58% | 11.26%+2.3pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,597 | $1,564+2.1% | $2,420-34.0% | $2,755-42.0% |
| Participant deferral / active EE | $2,212 | $4,034-45.2% | $4,411-49.9% | $4,296-48.5% |
| Admin fee / account holder | $2,274 | $6,945-67.3% | $8,285-72.6% | $6,918-67.1% |