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 7-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 | $45,771 | $71,050-35.6% | $93,606-51.1% | $80,856-43.4% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 15.07% | 11.26%+3.8pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,655 | $1,564+69.8% | $2,420+9.7% | $2,755-3.6% |
| Participant deferral / active EE | $5,329 | $4,034+32.1% | $4,411+20.8% | $4,296+24.0% |
| Admin fee / account holder | $1,975 | $6,945-71.6% | $8,285-76.2% | $6,918-71.4% |