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 | $30,463 | $60,022-49.2% | $88,946-65.8% | $84,808-64.1% |
| Participation rate | 96.4% | 57.8%+38.6pp | 68.8%+27.6pp | 68.3%+28.1pp |
| Annual return | 23.55% | 22.43%+1.1pp | 57.82%-34.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $3,696 | $1,703+117.1% | $2,555+44.7% | $2,631+40.5% |
| Participant deferral / active EE | $4,257 | $3,114+36.7% | $4,581-7.1% | $4,212+1.1% |
| Admin fee / account holder | $2,583 | $4,811-46.3% | $8,261-68.7% | $7,344-64.8% |