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 5-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 | $47,401 | $80,717-41.3% | $154,803-69.4% | $84,808-44.1% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 17.04% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $741 | $2,761-73.2% | $4,305-82.8% | $2,631-71.8% |
| Participant deferral / active EE | $2,891 | $3,303-12.5% | $5,540-47.8% | $4,212-31.4% |
| Admin fee / account holder | $3,179 | $6,746-52.9% | $14,329-77.8% | $7,344-56.7% |