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 3-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 | $67,404 | $95,803-29.6% | $113,168-40.4% | $84,808-20.5% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 16.63% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,904 | $2,360+65.4% | $2,975+31.2% | $2,631+48.4% |
| Participant deferral / active EE | $6,864 | $4,242+61.8% | $5,107+34.4% | $4,212+63.0% |
| Admin fee / account holder | $2,976 | $8,989-66.9% | $12,068-75.3% | $7,344-59.5% |