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 | $72,530 | $94,625-23.3% | $116,228-37.6% | $84,808-14.5% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 14.04% | 20.40%-6.4pp | 90.06%-76.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,445 | $2,347-38.4% | $2,994-51.7% | $2,631-45.1% |
| Participant deferral / active EE | $5,235 | $3,972+31.8% | $4,953+5.7% | $4,212+24.3% |
| Admin fee / account holder | $8,811 | $10,091-12.7% | $11,989-26.5% | $7,344+20.0% |