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 3-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 | $18,831 | $102,605-81.6% | $145,661-87.1% | $84,808-77.8% |
| Participation rate | 93.5% | 74.3%+19.2pp | 77.2%+16.3pp | 68.3%+25.2pp |
| Annual return | 32.29% | 26.50%+5.8pp | 101.46%-69.2pp | 40.90%-8.6pp |
| Employer contribution / active EE | $3,351 | $3,325+0.8% | $4,238-20.9% | $2,631+27.4% |
| Participant deferral / active EE | $4,884 | $5,750-15.1% | $7,198-32.1% | $4,212+16.0% |
| Admin fee / account holder | $696 | $8,758-92.1% | $12,466-94.4% | $7,344-90.5% |