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 | $37,609 | $78,520-52.1% | $96,576-61.1% | $82,448-54.4% |
| Participation rate | 72.4% | 77.7%-5.3pp | 81.4%-9.0pp | 68.1%+4.3pp |
| Annual return | 44.94% | 41.30%+3.6pp | 38.47%+6.5pp | 41.64%+3.3pp |
| Employer contribution / active EE | $989 | $2,630-62.4% | $3,553-72.2% | $2,551-61.2% |
| Participant deferral / active EE | $2,894 | $6,754-57.1% | $7,956-63.6% | $4,139-30.1% |
| Admin fee / account holder | $1,275 | $13,455-90.5% | $11,381-88.8% | $7,234-82.4% |