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 | $31,585 | $60,022-47.4% | $88,946-64.5% | $84,808-62.8% |
| Participation rate | 79.7% | 57.8%+21.9pp | 68.8%+10.9pp | 68.3%+11.4pp |
| Annual return | 16.51% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,776 | $1,703+121.8% | $2,555+47.8% | $2,631+43.5% |
| Participant deferral / active EE | $2,777 | $3,114-10.8% | $4,581-39.4% | $4,212-34.1% |
| Admin fee / account holder | $8,564 | $4,811+78.0% | $8,261+3.7% | $7,344+16.6% |