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 8-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 | $58,619 | $89,753-34.7% | $107,525-45.5% | $84,808-30.9% |
| Participation rate | 89.5% | 68.1%+21.4pp | 75.1%+14.4pp | 68.3%+21.2pp |
| Annual return | 19.12% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,189 | $3,113-29.7% | $3,754-41.7% | $2,631-16.8% |
| Participant deferral / active EE | $5,090 | $4,056+25.5% | $5,116-0.5% | $4,212+20.9% |
| Admin fee / account holder | $383 | $7,222-94.7% | $8,919-95.7% | $7,344-94.8% |