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 | $22,378 | $110,261-79.7% | $95,745-76.6% | $139,434-84.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 32.58% | 27.11%+5.5pp | 28.35%+4.2pp | 372.94%-340.4pp |
| Employer contribution / active EE | $3,295 | $3,257+1.2% | $2,835+16.2% | $4,751-30.6% |
| Participant deferral / active EE | $4,999 | $4,676+6.9% | $4,245+17.8% | $6,710-25.5% |
| Admin fee / account holder | $625 | $6,613-90.6% | $5,678-89.0% | $11,403-94.5% |