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 | $25,921 | $53,777-51.8% | $134,143-80.7% | $79,858-67.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 17.76% | 19.01%-1.2pp | 36.33%-18.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,652 | $1,321+25.1% | $3,704-55.4% | $2,471-33.1% |
| Participant deferral / active EE | $3,710 | $2,420+53.3% | $3,499+6.0% | $3,740-0.8% |
| Admin fee / account holder | $686 | $3,984-82.8% | $6,684-89.7% | $5,306-87.1% |