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 | $20,864 | $46,553-55.2% | $64,056-67.4% | $75,163-72.2% |
| Participation rate | 71.2% | 65.9%+5.2pp | 72.3%-1.1pp | 67.2%+4.0pp |
| Annual return | 18.34% | 26.03%-7.7pp | 33.69%-15.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,122 | $1,974-43.2% | $2,747-59.2% | $2,670-58.0% |
| Participant deferral / active EE | $1,390 | $2,837-51.0% | $3,880-64.2% | $4,125-66.3% |
| Admin fee / account holder | $308 | $2,952-89.6% | $3,068-90.0% | $5,651-94.6% |