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 4-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 | $17,659 | $111,754-84.2% | $103,333-82.9% | $145,922-87.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,523 | $4,212-63.8% | $3,868-60.6% | $4,660-67.3% |
| Participant deferral / active EE | $3,150 | $5,619-43.9% | $5,057-37.7% | $6,688-52.9% |
| Admin fee / account holder | $1,043 | $9,750-89.3% | $8,355-87.5% | $13,397-92.2% |