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 9-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 | $50,135 | $74,927-33.1% | $101,794-50.7% | $84,808-40.9% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.2%+10.1pp | 68.3%+11.0pp |
| Annual return | 20.95% | 18.70%+2.3pp | 30.53%-9.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,207 | $1,522-20.7% | $2,289-47.3% | $2,631-54.1% |
| Participant deferral / active EE | $5,053 | $3,099+63.0% | $4,084+23.7% | $4,212+20.0% |
| Admin fee / account holder | $4,691 | $6,514-28.0% | $8,777-46.6% | $7,344-36.1% |