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 | $36,822 | $109,881-66.5% | $150,045-75.5% | $84,808-56.6% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 21.03% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,955 | $3,561+39.2% | $4,693+5.6% | $2,631+88.3% |
| Participant deferral / active EE | $10,822 | $6,636+63.1% | $7,997+35.3% | $4,212+157.0% |
| Admin fee / account holder | $4,064 | $8,568-52.6% | $13,435-69.8% | $7,344-44.7% |