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 5-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 | $43,867 | $159,602-72.5% | $150,045-70.8% | $142,382-69.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.75% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,750 | $4,961-64.7% | $4,693-62.7% | $4,299-59.3% |
| Participant deferral / active EE | $4,931 | $8,310-40.7% | $7,997-38.3% | $6,507-24.2% |
| Admin fee / account holder | $471 | $14,846-96.8% | $13,435-96.5% | $12,624-96.3% |