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 | $43,392 | $104,974-58.7% | $95,585-54.6% | $142,382-69.5% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 15.24% | 210.33%-195.1pp | 38.56%-23.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,067 | $2,779-61.6% | $2,527-57.8% | $4,299-75.2% |
| Participant deferral / active EE | $5,627 | $4,352+29.3% | $4,023+39.9% | $6,507-13.5% |
| Admin fee / account holder | $2,397 | $6,386-62.5% | $6,127-60.9% | $12,624-81.0% |