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 | $104,389 | $94,625+10.3% | $116,228-10.2% | $84,808+23.1% |
| Participation rate | 85.1% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.8pp |
| Annual return | 18.06% | 20.40%-2.3pp | 90.06%-72.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,290 | $2,347-2.4% | $2,994-23.5% | $2,631-13.0% |
| Participant deferral / active EE | $7,476 | $3,972+88.2% | $4,953+50.9% | $4,212+77.5% |
| Admin fee / account holder | $3,702 | $10,091-63.3% | $11,989-69.1% | $7,344-49.6% |