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 | $47,442 | $109,881-56.8% | $150,045-68.4% | $84,808-44.1% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 17.48% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,897 | $3,561-18.7% | $4,693-38.3% | $2,631+10.1% |
| Participant deferral / active EE | $6,004 | $6,636-9.5% | $7,997-24.9% | $4,212+42.6% |
| Admin fee / account holder | $1,325 | $8,568-84.5% | $13,435-90.1% | $7,344-82.0% |