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 | $64,086 | $106,749-40.0% | $145,433-55.9% | $82,448-22.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.91% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,218 | $3,444-64.6% | $4,554-73.3% | $2,551-52.2% |
| Participant deferral / active EE | $12,577 | $6,519+92.9% | $7,897+59.3% | $4,139+203.9% |
| Admin fee / account holder | $2,470 | $8,390-70.6% | $13,129-81.2% | $7,234-65.9% |