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 3-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 | $18,916 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 41.64% | 70.24%-28.6pp | 62.55%-20.9pp | 217.08%-175.4pp |
| Employer contribution / active EE | $3,854 | $4,961-22.3% | $4,693-17.9% | $4,299-10.4% |
| Participant deferral / active EE | $4,932 | $8,310-40.7% | $7,997-38.3% | $6,507-24.2% |
| Admin fee / account holder | $3,330 | $14,846-77.6% | $13,435-75.2% | $12,624-73.6% |