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 | $31,955 | $109,881-70.9% | $150,045-78.7% | $84,808-62.3% |
| Participation rate | 91.5% | 76.1%+15.4pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 33.67% | 28.25%+5.4pp | 62.55%-28.9pp | 40.90%-7.2pp |
| Employer contribution / active EE | $1,696 | $3,561-52.4% | $4,693-63.9% | $2,631-35.6% |
| Participant deferral / active EE | $8,701 | $6,636+31.1% | $7,997+8.8% | $4,212+106.6% |
| Admin fee / account holder | $986 | $8,568-88.5% | $13,435-92.7% | $7,344-86.6% |