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 | $56,565 | $109,881-48.5% | $150,045-62.3% | $84,808-33.3% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 19.62% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,625 | $3,561+29.9% | $4,693-1.5% | $2,631+75.8% |
| Participant deferral / active EE | $11,561 | $6,636+74.2% | $7,997+44.6% | $4,212+174.5% |
| Admin fee / account holder | $7,325 | $8,568-14.5% | $13,435-45.5% | $7,344-0.2% |