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 | $24,061 | $177,572-86.5% | $154,803-84.5% | $142,382-83.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.26% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,219 | $4,810-74.7% | $4,305-71.7% | $4,299-71.6% |
| Participant deferral / active EE | $7,592 | $6,272+21.1% | $5,540+37.0% | $6,507+16.7% |
| Admin fee / account holder | $9,252 | $16,786-44.9% | $14,329-35.4% | $12,624-26.7% |