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 | $22,878 | $67,823-66.3% | $52,425-56.4% | $137,256-83.3% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 18.82% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,086 | $1,163-6.6% | $914+18.8% | $4,156-73.9% |
| Participant deferral / active EE | $3,875 | $2,288+69.4% | $1,790+116.4% | $6,407-39.5% |
| Admin fee / account holder | $15,330 | $2,844+439.0% | $2,495+514.5% | $12,270+24.9% |