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 5-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 | $12,833 | $72,071-82.2% | $68,368-81.2% | $137,256-90.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 24.21% | 353.14%-328.9pp | 292.57%-268.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,391 | $2,788-50.1% | $2,649-47.5% | $4,156-66.5% |
| Participant deferral / active EE | $3,327 | $4,410-24.6% | $4,123-19.3% | $6,407-48.1% |
| Admin fee / account holder | $485 | $5,336-90.9% | $5,150-90.6% | $12,270-96.1% |