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 | $57,590-5.7% | $86,233-37.0% | $82,448-34.1% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 20.64% | 22.41%-1.8pp | 61.39%-40.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,957 | $1,655+78.6% | $2,504+18.1% | $2,551+15.9% |
| Participant deferral / active EE | $8,388 | $3,080+172.3% | $4,559+84.0% | $4,139+102.6% |
| Admin fee / account holder | $7,558 | $4,730+59.8% | $8,342-9.4% | $7,234+4.5% |