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 6-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 | $20,115 | $81,248-75.2% | $155,509-87.1% | $80,856-75.1% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,237 | $3,100-27.8% | $4,672-52.1% | $2,755-18.8% |
| Participant deferral / active EE | $3,661 | $3,452+6.1% | $5,626-34.9% | $4,296-14.8% |
| Admin fee / account holder | $724 | $7,997-91.0% | $15,912-95.5% | $6,918-89.5% |