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 | $40,062 | $86,929-53.9% | $102,423-60.9% | $80,856-50.5% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.6%+17.8pp |
| Annual return | 13.48% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,185 | $2,369-7.8% | $3,023-27.7% | $2,755-20.7% |
| Participant deferral / active EE | $3,208 | $4,118-22.1% | $5,053-36.5% | $4,296-25.3% |
| Admin fee / account holder | $6,546 | $8,049-18.7% | $9,451-30.7% | $6,918-5.4% |