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 | $114,625 | $127,065-9.8% | $113,168+1.3% | $142,382-19.5% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 11.88% | 24.03%-12.1pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,798 | $3,442-47.8% | $2,975-39.6% | $4,299-58.2% |
| Participant deferral / active EE | $2,475 | $5,716-56.7% | $5,107-51.5% | $6,507-62.0% |
| Admin fee / account holder | $2,567 | $15,736-83.7% | $12,068-78.7% | $12,624-79.7% |