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 | $48,671 | $95,453-49.0% | $112,040-56.6% | $82,448-41.0% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 20.30% | 23.92%-3.6pp | 24.52%-4.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $4,582 | $2,318+97.7% | $2,954+55.1% | $2,551+79.6% |
| Participant deferral / active EE | $11,181 | $4,224+164.7% | $5,098+119.3% | $4,139+170.1% |
| Admin fee / account holder | $3,653 | $9,013-59.5% | $12,098-69.8% | $7,234-49.5% |