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 | $23,095 | $117,983-80.4% | $101,794-77.3% | $142,382-83.8% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 19.28% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,384 | $2,773-50.1% | $2,289-39.5% | $4,299-67.8% |
| Participant deferral / active EE | $1,850 | $4,714-60.8% | $4,084-54.7% | $6,507-71.6% |
| Admin fee / account holder | $2,325 | $10,433-77.7% | $8,777-73.5% | $12,624-81.6% |