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 5-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 | $43,564 | $217,402-80.0% | $185,823-76.6% | $167,490-74.0% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 13.46% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,529 | $6,356-60.2% | $5,568-54.6% | $6,341-60.1% |
| Admin fee / account holder | $1,879 | $19,811-90.5% | $16,237-88.4% | $12,309-84.7% |