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 | $56,360 | $109,881-48.7% | $150,045-62.4% | $84,808-33.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 20.36% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,712 | $3,561-51.9% | $4,693-63.5% | $2,631-34.9% |
| Participant deferral / active EE | $8,696 | $6,636+31.0% | $7,997+8.7% | $4,212+106.5% |
| Admin fee / account holder | $2,077 | $8,568-75.8% | $13,435-84.5% | $7,344-71.7% |