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 | $91,869 | $95,803-4.1% | $113,168-18.8% | $84,808+8.3% |
| Participation rate | 95.4% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.1pp |
| Annual return | 51.75% | 25.00%+26.7pp | 24.27%+27.5pp | 40.90%+10.9pp |
| Employer contribution / active EE | $2,052 | $2,360-13.0% | $2,975-31.0% | $2,631-22.0% |
| Participant deferral / active EE | $5,562 | $4,242+31.1% | $5,107+8.9% | $4,212+32.1% |
| Admin fee / account holder | $20,439 | $8,989+127.4% | $12,068+69.4% | $7,344+178.3% |