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 6-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 | $34,510 | $127,065-72.8% | $113,168-69.5% | $142,382-75.8% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 24.83% | 24.03%+0.8pp | 24.27%+0.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $5,771 | $3,442+67.6% | $2,975+94.0% | $4,299+34.2% |
| Participant deferral / active EE | $12,126 | $5,716+112.1% | $5,107+137.4% | $6,507+86.3% |
| Admin fee / account holder | $10,052 | $15,736-36.1% | $12,068-16.7% | $12,624-20.4% |