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 | $36,861 | $66,402-44.5% | $109,895-66.5% | $85,850-57.1% |
| Participation rate | 71.9% | 63.9%+8.1pp | 74.2%-2.3pp | 69.3%+2.6pp |
| Annual return | 20.91% | 19.59%+1.3pp | 29.45%-8.5pp | 318.53%-297.6pp |
| Employer contribution / active EE | $975 | $1,687-42.2% | $2,842-65.7% | $2,565-62.0% |
| Participant deferral / active EE | $2,075 | $2,842-27.0% | $4,048-48.7% | $3,952-47.5% |
| Admin fee / account holder | $1,960 | $4,557-57.0% | $6,066-67.7% | $6,260-68.7% |