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 | $63,348 | $109,881-42.3% | $150,045-57.8% | $84,808-25.3% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 35.93% | 28.25%+7.7pp | 62.55%-26.6pp | 40.90%-5.0pp |
| Employer contribution / active EE | $5,625 | $3,561+57.9% | $4,693+19.8% | $2,631+113.8% |
| Participant deferral / active EE | $12,065 | $6,636+81.8% | $7,997+50.9% | $4,212+186.5% |
| Admin fee / account holder | $455 | $8,568-94.7% | $13,435-96.6% | $7,344-93.8% |