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 9-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 | $49,592 | $71,057-30.2% | $93,654-47.0% | $80,874-38.7% |
| Participation rate | 91.7% | 60.4%+31.3pp | 68.7%+22.9pp | 67.6%+24.0pp |
| Annual return | 12.38% | 11.26%+1.1pp | 133.34%-121.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,683 | $1,564+199.4% | $2,421+93.4% | $2,756+69.9% |
| Participant deferral / active EE | $7,241 | $4,034+79.5% | $4,413+64.1% | $4,297+68.5% |
| Admin fee / account holder | $3,123 | $6,944-55.0% | $8,282-62.3% | $6,935-55.0% |