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 8-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 | $39,440 | $80,717-51.1% | $154,803-74.5% | $84,808-53.5% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 16.32% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,047 | $2,761-25.9% | $4,305-52.4% | $2,631-22.2% |
| Participant deferral / active EE | $3,420 | $3,303+3.6% | $5,540-38.3% | $4,212-18.8% |
| Admin fee / account holder | $1,292 | $6,746-80.8% | $14,329-91.0% | $7,344-82.4% |