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 7-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 | $17,084 | $114,381-85.1% | $107,525-84.1% | $142,382-88.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.81% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,552 | $4,015-61.3% | $3,754-58.6% | $4,299-63.9% |
| Participant deferral / active EE | $3,016 | $5,564-45.8% | $5,116-41.0% | $6,507-53.7% |
| Admin fee / account holder | $10,040 | $9,860+1.8% | $8,919+12.6% | $12,624-20.5% |