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 | $39,732 | $109,881-63.8% | $150,045-73.5% | $84,808-53.2% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 18.88% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,528 | $3,561-0.9% | $4,693-24.8% | $2,631+34.1% |
| Participant deferral / active EE | $5,323 | $6,636-19.8% | $7,997-33.4% | $4,212+26.4% |
| Admin fee / account holder | $2,302 | $8,568-73.1% | $13,435-82.9% | $7,344-68.6% |