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 6-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 | $91,904 | $95,803-4.1% | $113,168-18.8% | $84,808+8.4% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 14.31% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,821 | $2,360+19.5% | $2,975-5.2% | $2,631+7.2% |
| Participant deferral / active EE | $6,747 | $4,242+59.1% | $5,107+32.1% | $4,212+60.2% |
| Admin fee / account holder | $25,084 | $8,989+179.1% | $12,068+107.9% | $7,344+241.6% |