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 | $25,659 | $81,248-68.4% | $155,509-83.5% | $80,856-68.3% |
| Participation rate | 74.5% | 66.2%+8.2pp | 78.2%-3.7pp | 67.6%+6.8pp |
| Annual return | 11.85% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $955 | $3,100-69.2% | $4,672-79.6% | $2,755-65.3% |
| Participant deferral / active EE | $2,023 | $3,452-41.4% | $5,626-64.0% | $4,296-52.9% |
| Admin fee / account holder | $2,479 | $7,997-69.0% | $15,912-84.4% | $6,918-64.2% |