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 | $25,272 | $154,117-83.6% | $129,995-80.6% | $139,434-81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.81% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,576 | $5,289-51.3% | $4,320-40.4% | $4,751-45.8% |
| Participant deferral / active EE | $3,418 | $6,710-49.1% | $5,820-41.3% | $6,710-49.1% |
| Admin fee / account holder | $3,345 | $14,007-76.1% | $10,614-68.5% | $11,403-70.7% |