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 | $40,744 | $106,515-61.7% | $96,683-57.9% | $139,434-70.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 33.91% | 38.43%-4.5pp | 35.69%-1.8pp | 372.94%-339.0pp |
| Employer contribution / active EE | $1,327 | $4,103-67.6% | $3,737-64.5% | $4,751-72.1% |
| Participant deferral / active EE | $7,309 | $5,454+34.0% | $4,878+49.8% | $6,710+8.9% |
| Admin fee / account holder | $1,515 | $7,877-80.8% | $6,730-77.5% | $11,403-86.7% |