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 | $25,687 | $67,411-61.9% | $91,001-71.8% | $70,131-63.4% |
| Participation rate | 87.3% | 71.4%+15.9pp | 75.6%+11.7pp | 69.5%+17.7pp |
| Annual return | 18.75% | -40.16%+58.9pp | 4.60%+14.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $516 | $1,786-71.1% | $2,456-79.0% | $2,342-78.0% |
| Participant deferral / active EE | $2,518 | $2,823-10.8% | $3,547-29.0% | $3,332-24.4% |
| Admin fee / account holder | $508 | $4,236-88.0% | $5,417-90.6% | $4,645-89.1% |