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 10-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 | $17,572 | $111,724-84.3% | $93,606-81.2% | $145,922-88.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 11.26% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $986 | $3,090-68.1% | $2,420-59.3% | $4,660-78.8% |
| Participant deferral / active EE | $2,766 | $4,912-43.7% | $4,411-37.3% | $6,688-58.6% |
| Admin fee / account holder | $816 | $10,250-92.0% | $8,285-90.2% | $13,397-93.9% |