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 | $25,480 | $114,381-77.7% | $107,525-76.3% | $142,382-82.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.43% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,042 | $4,015-49.1% | $3,754-45.6% | $4,299-52.5% |
| Participant deferral / active EE | $3,665 | $5,564-34.1% | $5,116-28.4% | $6,507-43.7% |
| Admin fee / account holder | $1,361 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |