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 | $12,589 | $104,974-88.0% | $95,585-86.8% | $142,382-91.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 21.33% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,739 | $2,779-37.4% | $2,527-31.2% | $4,299-59.5% |
| Participant deferral / active EE | $3,238 | $4,352-25.6% | $4,023-19.5% | $6,507-50.2% |
| Admin fee / account holder | $575 | $6,386-91.0% | $6,127-90.6% | $12,624-95.4% |