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 | $28,767 | $66,098-56.5% | $101,794-71.7% | $74,304-61.3% |
| Participation rate | 84.6% | 53.8%+30.9pp | 69.2%+15.4pp | 60.3%+24.3pp |
| Annual return | 16.93% | 19.59%-2.7pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,796 | $2,781+0.6% | $4,084-31.5% | $3,767-25.8% |
| Admin fee / account holder | $1,636 | $4,146-60.5% | $8,777-81.4% | $2,969-44.9% |