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 5-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 | $21,190 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.34% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,712 | $4,961-65.5% | $4,693-63.5% | $4,299-60.2% |
| Participant deferral / active EE | $4,759 | $8,310-42.7% | $7,997-40.5% | $6,507-26.9% |
| Admin fee / account holder | $581 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |