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 | $20,417 | $99,877-79.6% | $84,966-76.0% | $145,922-86.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.51% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $542 | $3,231-83.2% | $2,727-80.1% | $4,660-88.4% |
| Participant deferral / active EE | $1,234 | $5,291-76.7% | $4,519-72.7% | $6,688-81.6% |
| Admin fee / account holder | $712 | $7,248-90.2% | $6,149-88.4% | $13,397-94.7% |