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 8-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 | $13,424 | $114,381-88.3% | $107,525-87.5% | $142,382-90.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 11.71% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,750 | $4,015-56.4% | $3,754-53.4% | $4,299-59.3% |
| Participant deferral / active EE | $8,961 | $5,564+61.0% | $5,116+75.2% | $6,507+37.7% |
| Admin fee / account holder | $53,535 | $9,860+442.9% | $8,919+500.3% | $12,624+324.1% |