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 | $15,138 | $45,035-66.4% | $62,995-76.0% | $70,131-78.4% |
| Participation rate | 87.1% | 69.5%+17.6pp | 74.8%+12.3pp | 69.5%+17.6pp |
| Annual return | 20.73% | 18.76%+2.0pp | 87.57%-66.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $616 | $2,051-70.0% | $2,759-77.7% | $2,342-73.7% |
| Participant deferral / active EE | $1,464 | $2,465-40.6% | $3,329-56.0% | $3,332-56.1% |
| Admin fee / account holder | $1,286 | $2,834-54.6% | $3,600-64.3% | $4,645-72.3% |