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 3-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 | $24,420 | $127,065-80.8% | $113,168-78.4% | $142,382-82.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 14.11% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,290 | $3,442-62.5% | $2,975-56.7% | $4,299-70.0% |
| Participant deferral / active EE | $5,095 | $5,716-10.9% | $5,107-0.2% | $6,507-21.7% |
| Admin fee / account holder | $321 | $15,736-98.0% | $12,068-97.3% | $12,624-97.5% |