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 | $77,588 | $109,413-29.1% | $156,263-50.3% | $84,808-8.5% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 14.27% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,189 | $2,907-24.7% | $4,333-49.5% | $2,631-16.8% |
| Participant deferral / active EE | $4,034 | $4,590-12.1% | $6,158-34.5% | $4,212-4.2% |
| Admin fee / account holder | $23,380 | $9,357+149.9% | $14,255+64.0% | $7,344+218.4% |