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 | $13,237 | $109,817-87.9% | $98,442-86.6% | $167,490-92.1% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 13.81% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $380 | $3,224-88.2% | $2,960-87.2% | $4,837-92.1% |
| Participant deferral / active EE | $1,978 | $4,673-57.7% | $4,276-53.8% | $6,341-68.8% |
| Admin fee / account holder | $1,297 | $6,753-80.8% | $5,949-78.2% | $12,309-89.5% |