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 | $42,531 | $81,460-47.8% | $103,333-58.8% | $80,856-47.4% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 31.47% | 25.55%+5.9pp | 24.88%+6.6pp | 35.59%-4.1pp |
| Employer contribution / active EE | $3,088 | $3,105-0.6% | $3,868-20.2% | $2,755+12.1% |
| Participant deferral / active EE | $8,180 | $3,869+111.4% | $5,057+61.7% | $4,296+90.4% |
| Admin fee / account holder | $8,475 | $6,566+29.1% | $8,355+1.4% | $6,918+22.5% |