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 | $58,325 | $60,022-2.8% | $88,946-34.4% | $84,808-31.2% |
| Participation rate | 96.9% | 57.8%+39.0pp | 68.8%+28.0pp | 68.3%+28.6pp |
| Annual return | 27.79% | 22.43%+5.4pp | 57.82%-30.0pp | 40.90%-13.1pp |
| Employer contribution / active EE | $5,547 | $1,703+225.8% | $2,555+117.1% | $2,631+110.9% |
| Participant deferral / active EE | $13,250 | $3,114+325.5% | $4,581+189.2% | $4,212+214.6% |
| Admin fee / account holder | $1,649 | $4,811-65.7% | $8,261-80.0% | $7,344-77.5% |