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 | $51,761 | $106,749-51.5% | $145,433-64.4% | $82,448-37.2% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 16.69% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,841 | $3,444-46.6% | $4,554-59.6% | $2,551-27.8% |
| Participant deferral / active EE | $7,312 | $6,519+12.2% | $7,897-7.4% | $4,139+76.7% |
| Admin fee / account holder | $10,959 | $8,390+30.6% | $13,129-16.5% | $7,234+51.5% |