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 4-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 | $33,285 | $177,572-81.3% | $154,803-78.5% | $142,382-76.6% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 21.95% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,600 | $4,810-46.0% | $4,305-39.6% | $4,299-39.5% |
| Participant deferral / active EE | $5,461 | $6,272-12.9% | $5,540-1.4% | $6,507-16.1% |
| Admin fee / account holder | $12,199 | $16,786-27.3% | $14,329-14.9% | $12,624-3.4% |