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 | $41,789 | $109,881-62.0% | $150,045-72.1% | $84,808-50.7% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 23.84% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $5,304 | $3,561+48.9% | $4,693+13.0% | $2,631+101.6% |
| Participant deferral / active EE | $12,836 | $6,636+93.4% | $7,997+60.5% | $4,212+204.8% |
| Admin fee / account holder | $991 | $8,568-88.4% | $13,435-92.6% | $7,344-86.5% |