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 | $11,200 | $106,584-89.5% | $101,326-88.9% | $142,382-92.1% |
| Participation rate | 87.0% | 82.7%+4.3pp | 81.5%+5.5pp | 80.1%+6.8pp |
| Annual return | 76.75% | 36.93%+39.8pp | 36.82%+39.9pp | 217.08%-140.3pp |
| Employer contribution / active EE | $562 | $3,956-85.8% | $3,665-84.7% | $4,299-86.9% |
| Participant deferral / active EE | $4,164 | $8,297-49.8% | $7,994-47.9% | $6,507-36.0% |
| Admin fee / account holder | $542 | $11,446-95.3% | $11,185-95.2% | $12,624-95.7% |