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 4-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 | $49,774 | $109,881-54.7% | $150,045-66.8% | $84,808-41.3% |
| Participation rate | 94.8% | 76.1%+18.7pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 21.11% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $4,989 | $3,561+40.1% | $4,693+6.3% | $2,631+89.6% |
| Participant deferral / active EE | $13,142 | $6,636+98.0% | $7,997+64.3% | $4,212+212.0% |
| Admin fee / account holder | $5,674 | $8,568-33.8% | $13,435-57.8% | $7,344-22.7% |