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 | $52,229 | $81,446-35.9% | $103,374-49.5% | $80,874-35.4% |
| Participation rate | 81.4% | 66.9%+14.6pp | 74.5%+6.9pp | 67.6%+13.8pp |
| Annual return | 18.77% | 25.57%-6.8pp | 24.89%-6.1pp | 35.62%-16.8pp |
| Employer contribution / active EE | $1,393 | $3,107-55.2% | $3,869-64.0% | $2,756-49.4% |
| Participant deferral / active EE | $3,555 | $3,870-8.1% | $5,058-29.7% | $4,297-17.3% |
| Admin fee / account holder | $2,480 | $6,715-63.1% | $8,394-70.5% | $6,935-64.2% |