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 | $51,722 | $94,031-45.0% | $115,768-55.3% | $82,448-37.3% |
| Participation rate | 95.3% | 70.4%+24.9pp | 74.4%+20.9pp | 68.1%+27.2pp |
| Annual return | 19.18% | 20.61%-1.4pp | 100.46%-81.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,812 | $2,323+21.0% | $2,940-4.4% | $2,551+10.2% |
| Participant deferral / active EE | $4,742 | $3,972+19.4% | $4,917-3.6% | $4,139+14.6% |
| Admin fee / account holder | $2,482 | $10,249-75.8% | $12,439-80.0% | $7,234-65.7% |