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 | $45,762 | $138,347-66.9% | $184,203-75.2% | $80,856-43.4% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 22.36% | 20.02%+2.3pp | 28.81%-6.5pp | 35.59%-13.2pp |
| Employer contribution / active EE | $7,158 | $4,850+47.6% | $6,427+11.4% | $2,755+159.8% |
| Participant deferral / active EE | $13,406 | $7,071+89.6% | $9,131+46.8% | $4,296+212.1% |
| Admin fee / account holder | $1,597 | $10,483-84.8% | $13,901-88.5% | $6,918-76.9% |