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 5-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 | $54,328 | $60,022-9.5% | $88,946-38.9% | $84,808-35.9% |
| Participation rate | 80.0% | 57.8%+22.2pp | 68.8%+11.2pp | 68.3%+11.7pp |
| Annual return | 20.64% | 22.43%-1.8pp | 57.82%-37.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,957 | $1,703+73.7% | $2,555+15.7% | $2,631+12.4% |
| Participant deferral / active EE | $8,388 | $3,114+169.4% | $4,581+83.1% | $4,212+99.2% |
| Admin fee / account holder | $7,558 | $4,811+57.1% | $8,261-8.5% | $7,344+2.9% |