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 4-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 | $24,860 | $108,919-77.2% | $100,391-75.2% | $145,922-83.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 16.83% | 57.88%-41.1pp | 49.20%-32.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,689 | $4,419-16.5% | $3,942-6.4% | $4,660-20.8% |
| Participant deferral / active EE | $15,931 | $8,445+88.6% | $8,082+97.1% | $6,688+138.2% |
| Admin fee / account holder | $1,624 | $9,689-83.2% | $7,899-79.4% | $13,397-87.9% |