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 | $109,437 | $77,314+41.5% | $177,989-38.5% | $80,856+35.3% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 24.06% | 18.09%+6.0pp | 294.48%-270.4pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,229 | $2,292-46.4% | $3,949-68.9% | $2,755-55.4% |
| Participant deferral / active EE | $4,916 | $4,411+11.4% | $6,276-21.7% | $4,296+14.4% |
| Admin fee / account holder | $2,696 | $7,191-62.5% | $10,363-74.0% | $6,918-61.0% |