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 10-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 | $21,120 | $107,334-80.3% | $92,893-77.3% | $152,861-86.2% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 23.33% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $986 | $4,221-76.6% | $3,653-73.0% | $4,762-79.3% |
| Participant deferral / active EE | $1,575 | $4,845-67.5% | $4,236-62.8% | $5,850-73.1% |
| Admin fee / account holder | $1,119 | $7,079-84.2% | $5,794-80.7% | $11,596-90.4% |