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 | $12,617 | $177,572-92.9% | $154,803-91.8% | $142,382-91.1% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 15.58% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,124 | $4,810-76.6% | $4,305-73.9% | $4,299-73.9% |
| Participant deferral / active EE | $1,909 | $6,272-69.6% | $5,540-65.5% | $6,507-70.7% |
| Admin fee / account holder | $1,008 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |