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 | $18,229 | $74,888-75.7% | $71,209-74.4% | $142,382-87.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 14.71% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,141 | $2,854-25.0% | $2,721-21.3% | $4,299-50.2% |
| Participant deferral / active EE | $2,342 | $4,454-47.4% | $4,175-43.9% | $6,507-64.0% |
| Admin fee / account holder | $8,268 | $5,568+48.5% | $5,349+54.6% | $12,624-34.5% |