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 6-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 | $37,532 | $127,065-70.5% | $113,168-66.8% | $142,382-73.6% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 16.80% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,047 | $3,442-11.5% | $2,975+2.4% | $4,299-29.1% |
| Participant deferral / active EE | $4,526 | $5,716-20.8% | $5,107-11.4% | $6,507-30.4% |
| Admin fee / account holder | $402 | $15,736-97.4% | $12,068-96.7% | $12,624-96.8% |