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 7-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 | $39,993 | $80,717-50.5% | $154,803-74.2% | $84,808-52.8% |
| Participation rate | 72.9% | 66.8%+6.1pp | 78.1%-5.2pp | 68.3%+4.6pp |
| Annual return | 17.00% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,878 | $2,761+4.2% | $4,305-33.2% | $2,631+9.4% |
| Participant deferral / active EE | $4,450 | $3,303+34.7% | $5,540-19.7% | $4,212+5.7% |
| Admin fee / account holder | $2,198 | $6,746-67.4% | $14,329-84.7% | $7,344-70.1% |