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 5-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 | $15,031 | $177,572-91.5% | $154,803-90.3% | $142,382-89.4% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 19.10% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,859 | $4,810-61.3% | $4,305-56.8% | $4,299-56.8% |
| Participant deferral / active EE | $6,135 | $6,272-2.2% | $5,540+10.7% | $6,507-5.7% |
| Admin fee / account holder | $1,030 | $16,786-93.9% | $14,329-92.8% | $12,624-91.8% |