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 | $30,709 | $81,460-62.3% | $103,333-70.3% | $80,856-62.0% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 13.02% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,333 | $3,105-24.9% | $3,868-39.7% | $2,755-15.3% |
| Participant deferral / active EE | $3,525 | $3,869-8.9% | $5,057-30.3% | $4,296-17.9% |
| Admin fee / account holder | $2,413 | $6,566-63.2% | $8,355-71.1% | $6,918-65.1% |