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 5-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 | $38,759 | $109,881-64.7% | $150,045-74.2% | $84,808-54.3% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 23.25% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $3,267 | $3,561-8.3% | $4,693-30.4% | $2,631+24.2% |
| Participant deferral / active EE | $7,728 | $6,636+16.5% | $7,997-3.4% | $4,212+83.5% |
| Admin fee / account holder | $350 | $8,568-95.9% | $13,435-97.4% | $7,344-95.2% |