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 | $16,347 | $111,754-85.4% | $103,333-84.2% | $145,922-88.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 10.02% | 24.77%-14.7pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,665 | $4,212-60.5% | $3,868-57.0% | $4,660-64.3% |
| Participant deferral / active EE | $2,821 | $5,619-49.8% | $5,057-44.2% | $6,688-57.8% |
| Admin fee / account holder | $5,736 | $9,750-41.2% | $8,355-31.3% | $13,397-57.2% |