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 7-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 | $28,028 | $73,933-62.1% | $96,683-71.0% | $75,163-62.7% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.4pp | 67.2%+29.6pp |
| Annual return | 15.35% | 26.70%-11.4pp | 35.69%-20.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,471 | $2,928-15.6% | $3,737-33.9% | $2,670-7.4% |
| Participant deferral / active EE | $5,420 | $3,659+48.1% | $4,878+11.1% | $4,125+31.4% |
| Admin fee / account holder | $2,178 | $5,216-58.2% | $6,730-67.6% | $5,651-61.5% |