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 | $58,292 | $85,515-31.8% | $112,040-48.0% | $67,986-14.3% |
| Participation rate | 94.6% | 68.2%+26.4pp | 76.5%+18.1pp | 57.2%+37.4pp |
| Annual return | 20.39% | 29.68%-9.3pp | 24.52%-4.1pp | 31.67%-11.3pp |
| Employer contribution / active EE | $619 | $2,191-71.8% | $2,954-79.1% | $2,019-69.3% |
| Participant deferral / active EE | $8,152 | $4,014+103.1% | $5,098+59.9% | $3,358+142.8% |
| Admin fee / account holder | $1,773 | $3,774-53.0% | $12,098-85.3% | $3,203-44.6% |