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 9-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 | $66,130 | $89,753-26.3% | $107,525-38.5% | $84,808-22.0% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 14.50% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,600 | $3,113+79.9% | $3,754+49.2% | $2,631+112.8% |
| Participant deferral / active EE | $3,486 | $4,056-14.1% | $5,116-31.9% | $4,212-17.2% |
| Admin fee / account holder | $8,984 | $7,222+24.4% | $8,919+0.7% | $7,344+22.3% |