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 | $49,909 | $109,413-54.4% | $156,263-68.1% | $84,808-41.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.41% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,412 | $2,907+51.8% | $4,333+1.8% | $2,631+67.7% |
| Participant deferral / active EE | $7,317 | $4,590+59.4% | $6,158+18.8% | $4,212+73.7% |
| Admin fee / account holder | $1,975 | $9,357-78.9% | $14,255-86.1% | $7,344-73.1% |