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 | $17,363 | $114,381-84.8% | $107,525-83.9% | $142,382-87.8% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.1%+1.1pp | 80.1%-3.9pp |
| Annual return | 18.23% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $842 | $4,015-79.0% | $3,754-77.6% | $4,299-80.4% |
| Participant deferral / active EE | $2,673 | $5,564-52.0% | $5,116-47.7% | $6,507-58.9% |
| Admin fee / account holder | $6,503 | $9,860-34.0% | $8,919-27.1% | $12,624-48.5% |