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 | $76,496 | $148,978-48.7% | $200,582-61.9% | $84,808-9.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.20% | 28.16%-8.0pp | 42.33%-22.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $7,713 | $4,815+60.2% | $6,419+20.2% | $2,631+193.1% |
| Participant deferral / active EE | $19,067 | $7,142+167.0% | $9,331+104.3% | $4,212+352.7% |
| Admin fee / account holder | $8,699 | $13,977-37.8% | $16,305-46.6% | $7,344+18.5% |