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 | $54,182 | $95,266-43.1% | $82,389-34.2% | $142,382-61.9% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 13.36% | 25.74%-12.4pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,756 | $2,991-41.3% | $2,517-30.2% | $4,299-59.1% |
| Participant deferral / active EE | $4,724 | $4,809-1.8% | $4,155+13.7% | $6,507-27.4% |
| Admin fee / account holder | $916 | $8,563-89.3% | $7,231-87.3% | $12,624-92.7% |