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 | $30,803 | $217,402-85.8% | $185,823-83.4% | $167,490-81.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.71% | 148.36%-132.7pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,797 | $5,873-69.4% | $5,167-65.2% | $4,837-62.8% |
| Participant deferral / active EE | $2,422 | $6,356-61.9% | $5,568-56.5% | $6,341-61.8% |
| Admin fee / account holder | $4,332 | $19,811-78.1% | $16,237-73.3% | $12,309-64.8% |