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 | $37,394 | $80,673-53.6% | $101,326-63.1% | $84,808-55.9% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 49.01% | 38.95%+10.1pp | 36.82%+12.2pp | 40.90%+8.1pp |
| Employer contribution / active EE | $3,992 | $2,698+48.0% | $3,665+8.9% | $2,631+51.7% |
| Participant deferral / active EE | $6,396 | $6,840-6.5% | $7,994-20.0% | $4,212+51.9% |
| Admin fee / account holder | $497 | $12,784-96.1% | $11,185-95.6% | $7,344-93.2% |