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 | $36,468 | $95,453-61.8% | $112,040-67.5% | $82,448-55.8% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.5%+5.6pp | 68.1%+14.0pp |
| Annual return | 21.49% | 23.92%-2.4pp | 24.52%-3.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,921 | $2,318-17.1% | $2,954-35.0% | $2,551-24.7% |
| Participant deferral / active EE | $2,867 | $4,224-32.1% | $5,098-43.8% | $4,139-30.7% |
| Admin fee / account holder | $907 | $9,013-89.9% | $12,098-92.5% | $7,234-87.5% |