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 | $124,425-80.5% | $112,040-78.4% | $137,256-82.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 15.58% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,518 | $3,411-55.5% | $2,954-48.6% | $4,156-63.5% |
| Participant deferral / active EE | $3,415 | $5,718-40.3% | $5,098-33.0% | $6,407-46.7% |
| Admin fee / account holder | $1,692 | $15,207-88.9% | $12,098-86.0% | $12,270-86.2% |