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 | $59,408 | $93,571-36.5% | $135,903-56.3% | $75,163-21.0% |
| Participation rate | 70.1% | 75.2%-5.1pp | 81.9%-11.8pp | 67.2%+2.9pp |
| Annual return | 15.62% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,976 | $3,537-44.1% | $4,856-59.3% | $2,670-26.0% |
| Participant deferral / active EE | $7,974 | $6,404+24.5% | $7,758+2.8% | $4,125+93.3% |
| Admin fee / account holder | $10,166 | $6,975+45.7% | $10,762-5.5% | $5,651+79.9% |