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 | $20,104 | $99,877-79.9% | $84,966-76.3% | $145,922-86.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.96% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,362 | $3,231-57.9% | $2,727-50.1% | $4,660-70.8% |
| Participant deferral / active EE | $2,979 | $5,291-43.7% | $4,519-34.1% | $6,688-55.5% |
| Admin fee / account holder | $353 | $7,248-95.1% | $6,149-94.3% | $13,397-97.4% |