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 8-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 | $43,607 | $95,803-54.5% | $113,168-61.5% | $84,808-48.6% |
| Participation rate | 87.7% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.3pp |
| Annual return | 16.90% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,762 | $2,360+17.1% | $2,975-7.2% | $2,631+5.0% |
| Participant deferral / active EE | $3,907 | $4,242-7.9% | $5,107-23.5% | $4,212-7.2% |
| Admin fee / account holder | $4,469 | $8,989-50.3% | $12,068-63.0% | $7,344-39.1% |