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 | $31,918 | $177,572-82.0% | $154,803-79.4% | $142,382-77.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.93% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,432 | $4,810-28.7% | $4,305-20.3% | $4,299-20.2% |
| Participant deferral / active EE | $4,755 | $6,272-24.2% | $5,540-14.2% | $6,507-26.9% |
| Admin fee / account holder | $2,415 | $16,786-85.6% | $14,329-83.1% | $12,624-80.9% |