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 | $94,305 | $89,753+5.1% | $107,525-12.3% | $84,808+11.2% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 19.12% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,171 | $3,113+34.0% | $3,754+11.1% | $2,631+58.5% |
| Participant deferral / active EE | $8,634 | $4,056+112.9% | $5,116+68.8% | $4,212+105.0% |
| Admin fee / account holder | $3,805 | $7,222-47.3% | $8,919-57.3% | $7,344-48.2% |