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 | $115,216 | $80,717+42.7% | $154,803-25.6% | $84,808+35.9% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 15.32% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,836 | $2,761+2.7% | $4,305-34.1% | $2,631+7.8% |
| Participant deferral / active EE | $8,773 | $3,303+165.6% | $5,540+58.3% | $4,212+108.3% |
| Admin fee / account holder | $6,880 | $6,746+2.0% | $14,329-52.0% | $7,344-6.3% |