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 | $16,436 | $114,381-85.6% | $107,525-84.7% | $142,382-88.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.85% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,305 | $4,015-67.5% | $3,754-65.2% | $4,299-69.7% |
| Participant deferral / active EE | $2,212 | $5,564-60.3% | $5,116-56.8% | $6,507-66.0% |
| Admin fee / account holder | $2,120 | $9,860-78.5% | $8,919-76.2% | $12,624-83.2% |