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 8-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 | $63,465 | $72,277-12.2% | $101,248-37.3% | $79,858-20.5% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 10.94% | 22.30%-11.4pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,162 | $2,692-56.8% | $3,660-68.3% | $2,471-53.0% |
| Participant deferral / active EE | $4,104 | $3,282+25.0% | $4,370-6.1% | $3,740+9.7% |
| Admin fee / account holder | $7,786 | $4,400+76.9% | $5,945+31.0% | $5,306+46.7% |