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 6-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 | $8,696 | $80,717-89.2% | $154,803-94.4% | $84,808-89.7% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 17.05% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $905 | $2,761-67.2% | $4,305-79.0% | $2,631-65.6% |
| Participant deferral / active EE | $1,968 | $3,303-40.4% | $5,540-64.5% | $4,212-53.3% |
| Admin fee / account holder | $1,024 | $6,746-84.8% | $14,329-92.9% | $7,344-86.1% |