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 | $46,931 | $86,929-46.0% | $102,423-54.2% | $80,856-42.0% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 13.59% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,934 | $2,369-18.4% | $3,023-36.0% | $2,755-29.8% |
| Participant deferral / active EE | $3,156 | $4,118-23.4% | $5,053-37.5% | $4,296-26.5% |
| Admin fee / account holder | $1,008 | $8,049-87.5% | $9,451-89.3% | $6,918-85.4% |