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 | $17,580 | $111,754-84.3% | $103,333-83.0% | $145,922-88.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.79% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,081 | $4,212-26.9% | $3,868-20.3% | $4,660-33.9% |
| Participant deferral / active EE | $4,356 | $5,619-22.5% | $5,057-13.9% | $6,688-34.9% |
| Admin fee / account holder | $708 | $9,750-92.7% | $8,355-91.5% | $13,397-94.7% |