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 | $22,982 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,764 | $4,804-63.3% | $4,554-61.3% | $4,156-57.6% |
| Participant deferral / active EE | $3,287 | $8,216-60.0% | $7,897-58.4% | $6,407-48.7% |
| Admin fee / account holder | $1,693 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |