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 | $19,405 | $109,982-82.4% | $97,226-80.0% | $145,922-86.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.71% | 242.90%-230.2pp | 75.13%-62.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,484 | $3,084-19.5% | $2,729-9.0% | $4,660-46.7% |
| Participant deferral / active EE | $3,204 | $4,676-31.5% | $4,264-24.9% | $6,688-52.1% |
| Admin fee / account holder | $619 | $6,221-90.1% | $5,654-89.1% | $13,397-95.4% |