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 | $14,570 | $58,627-75.1% | $76,735-81.0% | $82,448-82.3% |
| Participation rate | 95.2% | 63.2%+32.0pp | 69.5%+25.7pp | 68.1%+27.2pp |
| Annual return | 33.88% | 39.10%-5.2pp | 29.77%+4.1pp | 41.64%-7.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,806 | $3,134+21.5% | $4,088-6.9% | $4,139-8.0% |
| Admin fee / account holder | $1,663 | $5,323-68.8% | $7,189-76.9% | $7,234-77.0% |