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 | $22,801 | $69,207-67.1% | $64,056-64.4% | $139,434-83.6% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 13.95% | 45.88%-31.9pp | 33.69%-19.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $876 | $3,182-72.5% | $2,747-68.1% | $4,751-81.6% |
| Participant deferral / active EE | $3,298 | $4,682-29.5% | $3,880-15.0% | $6,710-50.8% |
| Admin fee / account holder | $1,365 | $4,244-67.8% | $3,068-55.5% | $11,403-88.0% |