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 | $55,449 | $100,970-45.1% | $96,576-42.6% | $137,256-59.6% |
| Participation rate | 88.2% | 82.6%+5.6pp | 81.4%+6.8pp | 80.0%+8.3pp |
| Annual return | 27.02% | 38.16%-11.1pp | 38.47%-11.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $5,733 | $3,809+50.5% | $3,553+61.4% | $4,156+38.0% |
| Participant deferral / active EE | $11,386 | $8,286+37.4% | $7,956+43.1% | $6,407+77.7% |
| Admin fee / account holder | $12,419 | $11,312+9.8% | $11,381+9.1% | $12,270+1.2% |