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 4-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 | $18,292 | $112,729-83.8% | $98,716-81.5% | $137,256-86.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 20.90% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,767 | $2,725-35.1% | $2,279-22.4% | $4,156-57.5% |
| Participant deferral / active EE | $2,215 | $4,640-52.3% | $4,048-45.3% | $6,407-65.4% |
| Admin fee / account holder | $488 | $10,129-95.2% | $8,703-94.4% | $12,270-96.0% |