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 | $14,466 | $111,754-87.1% | $103,333-86.0% | $145,922-90.1% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 9.21% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,692 | $4,212-59.8% | $3,868-56.3% | $4,660-63.7% |
| Participant deferral / active EE | $2,579 | $5,619-54.1% | $5,057-49.0% | $6,688-61.4% |
| Admin fee / account holder | $1,074 | $9,750-89.0% | $8,355-87.1% | $13,397-92.0% |