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 | $15,702 | $107,334-85.4% | $92,893-83.1% | $152,861-89.7% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 23.64% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,344 | $4,221-68.2% | $3,653-63.2% | $4,762-71.8% |
| Participant deferral / active EE | $2,757 | $4,845-43.1% | $4,236-34.9% | $5,850-52.9% |
| Admin fee / account holder | $400 | $7,079-94.3% | $5,794-93.1% | $11,596-96.5% |