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 | $11,230 | $100,773-88.9% | $88,946-87.4% | $142,382-92.1% |
| Participation rate | 72.2% | 74.3%-2.1pp | 68.8%+3.4pp | 80.1%-7.9pp |
| Annual return | 14.36% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,626 | $2,918-44.3% | $2,555-36.4% | $4,299-62.2% |
| Participant deferral / active EE | $2,963 | $5,230-43.4% | $4,581-35.3% | $6,507-54.5% |
| Admin fee / account holder | $7,295 | $9,693-24.7% | $8,261-11.7% | $12,624-42.2% |