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 | $85,912 | $80,673+6.5% | $101,326-15.2% | $84,808+1.3% |
| Participation rate | 97.0% | 77.8%+19.2pp | 81.5%+15.5pp | 68.3%+28.7pp |
| Annual return | 21.66% | 38.95%-17.3pp | 36.82%-15.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $7,108 | $2,698+163.5% | $3,665+93.9% | $2,631+170.2% |
| Participant deferral / active EE | $17,147 | $6,840+150.7% | $7,994+114.5% | $4,212+307.1% |
| Admin fee / account holder | $2,896 | $12,784-77.3% | $11,185-74.1% | $7,344-60.6% |