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 6-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 | $31,420 | $72,277-56.5% | $101,248-69.0% | $79,858-60.7% |
| Participation rate | 86.3% | 68.5%+17.8pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 11.60% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,090 | $2,692-22.4% | $3,660-42.9% | $2,471-15.4% |
| Participant deferral / active EE | $2,498 | $3,282-23.9% | $4,370-42.8% | $3,740-33.2% |
| Admin fee / account holder | $3,614 | $4,400-17.9% | $5,945-39.2% | $5,306-31.9% |