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 | $17,554 | $106,584-83.5% | $101,326-82.7% | $142,382-87.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 24.47% | 36.93%-12.5pp | 36.82%-12.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,655 | $3,956+17.7% | $3,665+27.0% | $4,299+8.3% |
| Participant deferral / active EE | $8,246 | $8,297-0.6% | $7,994+3.2% | $6,507+26.7% |
| Admin fee / account holder | $2,529 | $11,446-77.9% | $11,185-77.4% | $12,624-80.0% |