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 7-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 | $22,426 | $117,983-81.0% | $101,794-78.0% | $142,382-84.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 15.20% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,484 | $2,773-46.5% | $2,289-35.2% | $4,299-65.5% |
| Participant deferral / active EE | $3,297 | $4,714-30.0% | $4,084-19.3% | $6,507-49.3% |
| Admin fee / account holder | $591 | $10,433-94.3% | $8,777-93.3% | $12,624-95.3% |