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 3-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 | $40,535 | $106,584-62.0% | $101,326-60.0% | $142,382-71.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 22.18% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,437 | $3,956+37.4% | $3,665+48.3% | $4,299+26.5% |
| Participant deferral / active EE | $10,128 | $8,297+22.1% | $7,994+26.7% | $6,507+55.6% |
| Admin fee / account holder | $1,008 | $11,446-91.2% | $11,185-91.0% | $12,624-92.0% |