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 | $52,292 | $80,717-35.2% | $154,803-66.2% | $84,808-38.3% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 25.47% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,318 | $2,761+20.2% | $4,305-22.9% | $2,631+26.1% |
| Participant deferral / active EE | $7,620 | $3,303+130.7% | $5,540+37.5% | $4,212+80.9% |
| Admin fee / account holder | $2,529 | $6,746-62.5% | $14,329-82.3% | $7,344-65.6% |