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 | $28,451 | $93,571-69.6% | $135,903-79.1% | $75,163-62.1% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 25.12% | 30.90%-5.8pp | 68.23%-43.1pp | 160.62%-135.5pp |
| Employer contribution / active EE | $4,024 | $3,537+13.8% | $4,856-17.1% | $2,670+50.7% |
| Participant deferral / active EE | $7,642 | $6,404+19.3% | $7,758-1.5% | $4,125+85.3% |
| Admin fee / account holder | $1,414 | $6,975-79.7% | $10,762-86.9% | $5,651-75.0% |