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 | $15,889 | $109,817-85.5% | $98,442-83.9% | $167,490-90.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 9.88% | 1956.69%-1946.8pp | 1492.73%-1482.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,199 | $3,224-62.8% | $2,960-59.5% | $4,837-75.2% |
| Participant deferral / active EE | $1,852 | $4,673-60.4% | $4,276-56.7% | $6,341-70.8% |
| Admin fee / account holder | $4,700 | $6,753-30.4% | $5,949-21.0% | $12,309-61.8% |