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 | $16,419 | $177,572-90.8% | $154,803-89.4% | $142,382-88.5% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 16.81% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,091 | $4,810-77.3% | $4,305-74.7% | $4,299-74.6% |
| Participant deferral / active EE | $3,562 | $6,272-43.2% | $5,540-35.7% | $6,507-45.3% |
| Admin fee / account holder | $1,864 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |