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 9-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 | $49,999 | $74,927-33.3% | $101,794-50.9% | $84,808-41.0% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.2%+3.5pp | 68.3%+4.4pp |
| Annual return | 20.05% | 18.70%+1.3pp | 30.53%-10.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,114 | $1,522+38.9% | $2,289-7.7% | $2,631-19.7% |
| Participant deferral / active EE | $4,078 | $3,099+31.6% | $4,084-0.2% | $4,212-3.2% |
| Admin fee / account holder | $1,850 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |