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 | $8,189 | $69,207-88.2% | $64,056-87.2% | $139,434-94.1% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.81% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $732 | $3,182-77.0% | $2,747-73.3% | $4,751-84.6% |
| Participant deferral / active EE | $10,639 | $4,682+127.2% | $3,880+174.2% | $6,710+58.5% |
| Admin fee / account holder | $1,247 | $4,244-70.6% | $3,068-59.3% | $11,403-89.1% |