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 | $17,364 | $97,125-82.1% | $86,233-79.9% | $137,256-87.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 17.79% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,098 | $2,841-26.2% | $2,504-16.2% | $4,156-49.5% |
| Participant deferral / active EE | $4,691 | $5,180-9.4% | $4,559+2.9% | $6,407-26.8% |
| Admin fee / account holder | $3,161 | $9,725-67.5% | $8,342-62.1% | $12,270-74.2% |