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 | $44,149 | $95,803-53.9% | $113,168-61.0% | $84,808-47.9% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 16.33% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $11,271 | $2,360+377.6% | $2,975+278.8% | $2,631+328.4% |
| Participant deferral / active EE | $6,917 | $4,242+63.1% | $5,107+35.4% | $4,212+64.2% |
| Admin fee / account holder | $2,121 | $8,989-76.4% | $12,068-82.4% | $7,344-71.1% |