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 | $33,038 | $69,207-52.3% | $64,056-48.4% | $139,434-76.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.37% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,171 | $3,182-0.4% | $2,747+15.4% | $4,751-33.3% |
| Participant deferral / active EE | $4,903 | $4,682+4.7% | $3,880+26.4% | $6,710-26.9% |
| Admin fee / account holder | $2,465 | $4,244-41.9% | $3,068-19.6% | $11,403-78.4% |