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 4-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 | $96,655 | $201,259-52.0% | $184,200-47.5% | $145,959-33.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 19.63% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.3pp |
| Employer contribution / active EE | $6,095 | $7,018-13.2% | $6,424-5.1% | $4,661+30.8% |
| Participant deferral / active EE | $13,628 | $9,806+39.0% | $9,132+49.2% | $6,689+103.7% |
| Admin fee / account holder | $4,110 | $16,372-74.9% | $13,907-70.4% | $13,398-69.3% |