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 | $31,302 | $101,763-69.2% | $164,866-81.0% | $80,874-61.3% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 106.44% | 16.73%+89.7pp | 69.97%+36.5pp | 35.62%+70.8pp |
| Employer contribution / active EE | $3,822 | $2,954+29.4% | $4,343-12.0% | $2,756+38.7% |
| Participant deferral / active EE | $5,056 | $4,477+12.9% | $6,033-16.2% | $4,297+17.7% |
| Admin fee / account holder | $709 | $8,228-91.4% | $12,689-94.4% | $6,935-89.8% |