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 3-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 | $13,491 | $100,773-86.6% | $88,946-84.8% | $142,382-90.5% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 25.50% | 70.18%-44.7pp | 57.82%-32.3pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,906 | $2,918-34.7% | $2,555-25.4% | $4,299-55.7% |
| Participant deferral / active EE | $3,809 | $5,230-27.2% | $4,581-16.9% | $6,507-41.5% |
| Admin fee / account holder | $2,019 | $9,693-79.2% | $8,261-75.6% | $12,624-84.0% |