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 | $39,408 | $74,927-47.4% | $101,794-61.3% | $84,808-53.5% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.2%+27.4pp | 68.3%+28.2pp |
| Annual return | 23.66% | 18.70%+5.0pp | 30.53%-6.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $4,719 | $1,522+210.1% | $2,289+106.2% | $2,631+79.3% |
| Participant deferral / active EE | $6,484 | $3,099+109.2% | $4,084+58.8% | $4,212+54.0% |
| Admin fee / account holder | $2,464 | $6,514-62.2% | $8,777-71.9% | $7,344-66.4% |