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 | $20,566 | $177,572-88.4% | $154,803-86.7% | $142,382-85.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 17.71% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,434 | $4,810-70.2% | $4,305-66.7% | $4,299-66.6% |
| Participant deferral / active EE | $2,294 | $6,272-63.4% | $5,540-58.6% | $6,507-64.7% |
| Admin fee / account holder | $1,384 | $16,786-91.8% | $14,329-90.3% | $12,624-89.0% |