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 | $42,245 | $95,453-55.7% | $112,040-62.3% | $82,448-48.8% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 20.61% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $8,028 | $2,318+246.4% | $2,954+171.8% | $2,551+214.7% |
| Participant deferral / active EE | $5,549 | $4,224+31.4% | $5,098+8.9% | $4,139+34.1% |
| Admin fee / account holder | $2,799 | $9,013-68.9% | $12,098-76.9% | $7,234-61.3% |