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 | $23,903 | $47,479-49.7% | $62,929-62.0% | $82,448-71.0% |
| Participation rate | 74.6% | 66.9%+7.7pp | 73.1%+1.5pp | 68.1%+6.5pp |
| Annual return | 16.86% | 20.34%-3.5pp | 1063.93%-1047.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $588 | $1,885-68.8% | $2,505-76.5% | $2,551-76.9% |
| Participant deferral / active EE | $2,396 | $2,870-16.5% | $3,888-38.4% | $4,139-42.1% |
| Admin fee / account holder | $3,893 | $3,804+2.3% | $5,065-23.1% | $7,234-46.2% |