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 5-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 | $32,372 | $45,035-28.1% | $62,995-48.6% | $70,131-53.8% |
| Participation rate | 93.5% | 69.5%+24.0pp | 74.8%+18.7pp | 69.5%+24.0pp |
| Annual return | 14.28% | 18.76%-4.5pp | 87.57%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,219 | $2,465-50.5% | $3,329-63.4% | $3,332-63.4% |
| Admin fee / account holder | $531 | $2,834-81.3% | $3,600-85.2% | $4,645-88.6% |