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 10-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 | $17,698 | $177,572-90.0% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.47% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,167 | $4,810-75.7% | $4,305-72.9% | $4,299-72.9% |
| Participant deferral / active EE | $2,561 | $6,272-59.2% | $5,540-53.8% | $6,507-60.6% |
| Admin fee / account holder | $518 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |