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 8-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 | $24,336 | $107,334-77.3% | $92,893-73.8% | $152,861-84.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 22.43% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,446 | $4,221-65.7% | $3,653-60.4% | $4,762-69.6% |
| Participant deferral / active EE | $3,720 | $4,845-23.2% | $4,236-12.2% | $5,850-36.4% |
| Admin fee / account holder | $509 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |