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 | $37,183 | $76,407-51.3% | $150,298-75.3% | $82,448-54.9% |
| Participation rate | 70.5% | 66.4%+4.1pp | 77.8%-7.3pp | 68.1%+2.4pp |
| Annual return | 16.40% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,255 | $2,614-13.8% | $4,154-45.7% | $2,551-11.6% |
| Participant deferral / active EE | $3,649 | $3,214+13.5% | $5,453-33.1% | $4,139-11.9% |
| Admin fee / account holder | $2,329 | $6,352-63.3% | $14,116-83.5% | $7,234-67.8% |