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 3-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 | $44,694 | $77,503-42.3% | $100,391-55.5% | $80,856-44.7% |
| Participation rate | 97.8% | 76.9%+20.9pp | 81.5%+16.3pp | 67.6%+30.2pp |
| Annual return | 20.01% | 37.20%-17.2pp | 49.20%-29.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $5,719 | $2,801+104.2% | $3,942+45.1% | $2,755+107.6% |
| Participant deferral / active EE | $9,532 | $6,820+39.8% | $8,082+17.9% | $4,296+121.9% |
| Admin fee / account holder | $1,744 | $5,897-70.4% | $7,899-77.9% | $6,918-74.8% |