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 8-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 | $36,578 | $83,477-56.2% | $125,175-70.8% | $72,985-49.9% |
| Participation rate | 71.6% | 73.3%-1.7pp | 79.8%-8.2pp | 69.5%+2.1pp |
| Annual return | 25.36% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,956 | $2,345-16.6% | $3,865-49.4% | $2,440-19.8% |
| Participant deferral / active EE | $3,187 | $3,585-11.1% | $4,937-35.4% | $3,607-11.6% |
| Admin fee / account holder | $1,389 | $5,517-74.8% | $9,702-85.7% | $5,124-72.9% |