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 3-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 | $10,897 | $100,970-89.2% | $96,576-88.7% | $137,256-92.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 31.71% | 38.16%-6.5pp | 38.47%-6.8pp | 220.34%-188.6pp |
| Employer contribution / active EE | $893 | $3,809-76.6% | $3,553-74.9% | $4,156-78.5% |
| Participant deferral / active EE | $3,786 | $8,286-54.3% | $7,956-52.4% | $6,407-40.9% |
| Admin fee / account holder | $543 | $11,312-95.2% | $11,381-95.2% | $12,270-95.6% |