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 | $47,418 | $110,257-57.0% | $96,544-50.9% | $139,434-66.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 16.16% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,874 | $3,620-20.6% | $2,965-3.1% | $4,751-39.5% |
| Participant deferral / active EE | $4,817 | $5,548-13.2% | $4,851-0.7% | $6,710-28.2% |
| Admin fee / account holder | $1,605 | $11,591-86.2% | $8,252-80.6% | $11,403-85.9% |