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 | $106,749-63.7% | $145,433-73.3% | $82,448-53.0% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 23.25% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $3,267 | $3,444-5.1% | $4,554-28.3% | $2,551+28.1% |
| Participant deferral / active EE | $7,728 | $6,519+18.6% | $7,897-2.1% | $4,139+86.7% |
| Admin fee / account holder | $350 | $8,390-95.8% | $13,129-97.3% | $7,234-95.2% |