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 | $53,765 | $66,098-18.7% | $101,794-47.2% | $74,304-27.6% |
| Participation rate | 72.2% | 53.8%+18.4pp | 69.2%+3.0pp | 60.3%+11.8pp |
| Annual return | 29.91% | 19.59%+10.3pp | 30.53%-0.6pp | 29.43%+0.5pp |
| Employer contribution / active EE | $484 | $1,082-55.3% | $2,289-78.9% | $2,241-78.4% |
| Participant deferral / active EE | $3,466 | $2,781+24.6% | $4,084-15.1% | $3,767-8.0% |
| Admin fee / account holder | $2,968 | $4,146-28.4% | $8,777-66.2% | $2,9690% |