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 | $22,691 | $95,266-76.2% | $82,389-72.5% | $142,382-84.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 21.41% | 25.74%-4.3pp | 28.67%-7.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,100 | $2,991-29.8% | $2,517-16.6% | $4,299-51.1% |
| Participant deferral / active EE | $3,493 | $4,809-27.4% | $4,155-15.9% | $6,507-46.3% |
| Admin fee / account holder | $462 | $8,563-94.6% | $7,231-93.6% | $12,624-96.3% |