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 | $28,904 | $114,381-74.7% | $107,525-73.1% | $142,382-79.7% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 18.14% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,943 | $4,015-26.7% | $3,754-21.6% | $4,299-31.5% |
| Participant deferral / active EE | $1,804 | $5,564-67.6% | $5,116-64.7% | $6,507-72.3% |
| Admin fee / account holder | $553 | $9,860-94.4% | $8,919-93.8% | $12,624-95.6% |