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 | $114,003 | $106,749+6.8% | $145,433-21.6% | $82,448+38.3% |
| Participation rate | 86.9% | 75.6%+11.3pp | 82.1%+4.8pp | 68.1%+18.8pp |
| Annual return | 23.54% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,393 | $3,444-30.5% | $4,554-47.5% | $2,551-6.2% |
| Participant deferral / active EE | $11,306 | $6,519+73.4% | $7,897+43.2% | $4,139+173.1% |
| Admin fee / account holder | $3,163 | $8,390-62.3% | $13,129-75.9% | $7,234-56.3% |