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 3-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 | $11,753 | $117,983-90.0% | $101,794-88.5% | $142,382-91.7% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 24.80% | 36.92%-12.1pp | 30.53%-5.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,252 | $2,773-54.8% | $2,289-45.3% | $4,299-70.9% |
| Participant deferral / active EE | $3,339 | $4,714-29.2% | $4,084-18.2% | $6,507-48.7% |
| Admin fee / account holder | $437 | $10,433-95.8% | $8,777-95.0% | $12,624-96.5% |