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 4-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 | $21,580 | $80,673-73.3% | $101,326-78.7% | $84,808-74.6% |
| Participation rate | 94.6% | 77.8%+16.8pp | 81.5%+13.1pp | 68.3%+26.3pp |
| Annual return | 22.20% | 38.95%-16.8pp | 36.82%-14.6pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,204 | $2,698-18.3% | $3,665-39.9% | $2,631-16.2% |
| Participant deferral / active EE | $4,902 | $6,840-28.3% | $7,994-38.7% | $4,212+16.4% |
| Admin fee / account holder | $874 | $12,784-93.2% | $11,185-92.2% | $7,344-88.1% |