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 7-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 | $46,643 | $124,281-62.5% | $109,143-57.3% | $167,490-72.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 17.21% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,153 | $4,207-25.1% | $3,722-15.3% | $4,837-34.8% |
| Participant deferral / active EE | $5,337 | $5,255+1.6% | $4,653+14.7% | $6,341-15.8% |
| Admin fee / account holder | $4,542 | $7,970-43.0% | $6,752-32.7% | $12,309-63.1% |