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 | $9,700 | $95,266-89.8% | $82,389-88.2% | $142,382-93.2% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 18.34% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $773 | $2,991-74.1% | $2,517-69.3% | $4,299-82.0% |
| Participant deferral / active EE | $3,993 | $4,809-17.0% | $4,155-3.9% | $6,507-38.6% |
| Admin fee / account holder | $809 | $8,563-90.6% | $7,231-88.8% | $12,624-93.6% |