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 4-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 | $18,098 | $132,634-86.4% | $115,768-84.4% | $137,256-86.8% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 17.27% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,286 | $3,360-2.2% | $2,940+11.8% | $4,156-20.9% |
| Participant deferral / active EE | $3,693 | $5,619-34.3% | $4,917-24.9% | $6,407-42.4% |
| Admin fee / account holder | $4,250 | $15,028-71.7% | $12,439-65.8% | $12,270-65.4% |