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 6-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 | $16,601 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 32.65% | 79.19%-46.5pp | 68.23%-35.6pp | 372.94%-340.3pp |
| Employer contribution / active EE | $3,208 | $5,243-38.8% | $4,856-33.9% | $4,751-32.5% |
| Participant deferral / active EE | $5,665 | $8,100-30.1% | $7,758-27.0% | $6,710-15.6% |
| Admin fee / account holder | $1,543 | $12,400-87.6% | $10,762-85.7% | $11,403-86.5% |