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 8-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 | $108,116 | $95,803+12.9% | $113,168-4.5% | $84,808+27.5% |
| Participation rate | 94.3% | 72.9%+21.5pp | 76.6%+17.8pp | 68.3%+26.0pp |
| Annual return | 17.11% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,609 | $2,360-31.8% | $2,975-45.9% | $2,631-38.8% |
| Participant deferral / active EE | $9,172 | $4,242+116.2% | $5,107+79.6% | $4,212+117.8% |
| Admin fee / account holder | $8,718 | $8,989-3.0% | $12,068-27.8% | $7,344+18.7% |