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 | $26,772 | $124,425-78.5% | $112,040-76.1% | $137,256-80.5% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 18.95% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,404 | $3,411-58.8% | $2,954-52.5% | $4,156-66.2% |
| Participant deferral / active EE | $3,001 | $5,718-47.5% | $5,098-41.1% | $6,407-53.2% |
| Admin fee / account holder | $1,615 | $15,207-89.4% | $12,098-86.6% | $12,270-86.8% |