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 5-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 | $74,708 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 20.81% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,526 | $3,561-1.0% | $4,693-24.9% | $2,631+34.0% |
| Participant deferral / active EE | $11,267 | $6,636+69.8% | $7,997+40.9% | $4,212+167.5% |
| Admin fee / account holder | $10,136 | $8,568+18.3% | $13,435-24.6% | $7,344+38.0% |