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 7-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 | $13,408 | $112,729-88.1% | $98,716-86.4% | $137,256-90.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.3%+18.9pp | 80.0%+8.3pp |
| Annual return | 19.83% | 38.48%-18.6pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,590 | $2,725-41.7% | $2,279-30.2% | $4,156-61.8% |
| Participant deferral / active EE | $2,800 | $4,640-39.7% | $4,048-30.8% | $6,407-56.3% |
| Admin fee / account holder | $988 | $10,129-90.2% | $8,703-88.6% | $12,270-91.9% |