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 | $38,151 | $109,817-65.3% | $98,442-61.2% | $167,490-77.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 15.96% | 1956.69%-1940.7pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,877 | $3,224-41.8% | $2,960-36.6% | $4,837-61.2% |
| Participant deferral / active EE | $2,038 | $4,673-56.4% | $4,276-52.3% | $6,341-67.9% |
| Admin fee / account holder | $443 | $6,753-93.4% | $5,949-92.6% | $12,309-96.4% |