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 6-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 | $34,870 | $127,065-72.6% | $113,168-69.2% | $142,382-75.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 19.70% | 24.03%-4.3pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,834 | $3,442-17.7% | $2,975-4.7% | $4,299-34.1% |
| Participant deferral / active EE | $4,496 | $5,716-21.4% | $5,107-12.0% | $6,507-30.9% |
| Admin fee / account holder | $516 | $15,736-96.7% | $12,068-95.7% | $12,624-95.9% |