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 | $135,504 | $94,625+43.2% | $116,228+16.6% | $84,808+59.8% |
| Participation rate | 94.6% | 70.4%+24.1pp | 74.6%+20.0pp | 68.3%+26.3pp |
| Annual return | 14.30% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,579 | $2,347+52.5% | $2,994+19.5% | $2,631+36.0% |
| Participant deferral / active EE | $6,615 | $3,972+66.6% | $4,953+33.6% | $4,212+57.1% |
| Admin fee / account holder | $24,694 | $10,091+144.7% | $11,989+106.0% | $7,344+236.3% |