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 | $15,845 | $114,381-86.1% | $107,525-85.3% | $142,382-88.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 26.54% | 242.71%-216.2pp | 181.32%-154.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,587 | $4,015-10.6% | $3,754-4.4% | $4,299-16.6% |
| Participant deferral / active EE | $5,007 | $5,564-10.0% | $5,116-2.1% | $6,507-23.0% |
| Admin fee / account holder | $2,603 | $9,860-73.6% | $8,919-70.8% | $12,624-79.4% |