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 | $96,325 | $106,749-9.8% | $145,433-33.8% | $82,448+16.8% |
| Participation rate | 97.8% | 75.6%+22.1pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 31.70% | 27.59%+4.1pp | 66.58%-34.9pp | 41.64%-9.9pp |
| Employer contribution / active EE | $15,826 | $3,444+359.5% | $4,554+247.5% | $2,551+520.4% |
| Participant deferral / active EE | $13,797 | $6,519+111.7% | $7,897+74.7% | $4,139+233.3% |
| Admin fee / account holder | $5,850 | $8,390-30.3% | $13,129-55.4% | $7,234-19.1% |