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 | $19,597 | $175,202-88.8% | $149,673-86.9% | $139,434-85.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 16.38% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,810 | $5,474-30.4% | $4,818-20.9% | $4,751-19.8% |
| Participant deferral / active EE | $7,241 | $6,519+11.1% | $5,680+27.5% | $6,710+7.9% |
| Admin fee / account holder | $322 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |