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 | $103,767 | $73,933+40.4% | $96,683+7.3% | $75,163+38.1% |
| Participation rate | 77.5% | 66.4%+11.0pp | 74.3%+3.1pp | 67.2%+10.3pp |
| Annual return | 15.51% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,909 | $2,928-34.8% | $3,737-48.9% | $2,670-28.5% |
| Participant deferral / active EE | $3,419 | $3,659-6.6% | $4,878-29.9% | $4,125-17.1% |
| Admin fee / account holder | $45,879 | $5,216+779.5% | $6,730+581.8% | $5,651+711.9% |