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 | $16,992 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.29% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,815 | $4,804-62.2% | $4,554-60.2% | $4,156-56.3% |
| Participant deferral / active EE | $6,402 | $8,216-22.1% | $7,897-18.9% | $6,407-0.1% |
| Admin fee / account holder | $2,458 | $14,344-82.9% | $13,129-81.3% | $12,270-80.0% |