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 4-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 | $35,201 | $153,772-77.1% | $133,980-73.7% | $273,961-87.2% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 3.28% | 36.51%-33.2pp | 29.30%-26.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,694 | $6,029-55.3% | $5,211-48.3% | $4,869-44.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,682 | $11,765-43.2% | $9,324-28.3% | $10,132-34.0% |