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 | $24,231 | $127,065-80.9% | $113,168-78.6% | $142,382-83.0% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 15.58% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,518 | $3,442-55.9% | $2,975-49.0% | $4,299-64.7% |
| Participant deferral / active EE | $3,415 | $5,716-40.3% | $5,107-33.1% | $6,507-47.5% |
| Admin fee / account holder | $1,692 | $15,736-89.2% | $12,068-86.0% | $12,624-86.6% |