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 | $28,296 | $148,534-80.9% | $135,903-79.2% | $139,434-79.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.69% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,895 | $5,243-63.9% | $4,856-61.0% | $4,751-60.1% |
| Participant deferral / active EE | $6,113 | $8,100-24.5% | $7,758-21.2% | $6,710-8.9% |
| Admin fee / account holder | $10,383 | $12,400-16.3% | $10,762-3.5% | $11,403-8.9% |