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 | $52,326 | $172,111-69.6% | $150,298-65.2% | $137,256-61.9% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 16.13% | 69.37%-53.2pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,898 | $4,636-37.5% | $4,154-30.2% | $4,156-30.3% |
| Participant deferral / active EE | $4,435 | $6,166-28.1% | $5,453-18.7% | $6,407-30.8% |
| Admin fee / account holder | $12,960 | $16,471-21.3% | $14,116-8.2% | $12,270+5.6% |