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 | $20,828 | $154,228-86.5% | $145,433-85.7% | $137,256-84.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 22.02% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,913 | $4,804-39.4% | $4,554-36.0% | $4,156-29.9% |
| Participant deferral / active EE | $5,126 | $8,216-37.6% | $7,897-35.1% | $6,407-20.0% |
| Admin fee / account holder | $588 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |