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 | $57,467 | $72,277-20.5% | $101,248-43.2% | $79,858-28.0% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 21.69% | 22.30%-0.6pp | 46.47%-24.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,867 | $2,692+6.5% | $3,660-21.6% | $2,471+16.0% |
| Participant deferral / active EE | $5,077 | $3,282+54.7% | $4,370+16.2% | $3,740+35.7% |
| Admin fee / account holder | $516 | $4,400-88.3% | $5,945-91.3% | $5,306-90.3% |