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 9-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 | $21,519 | $58,208-63.0% | $81,812-73.7% | $80,856-73.4% |
| Participation rate | 80.8% | 63.4%+17.4pp | 72.3%+8.4pp | 67.6%+13.1pp |
| Annual return | 13.46% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,164 | $3,281+26.9% | $4,319-3.6% | $4,296-3.1% |
| Admin fee / account holder | $954 | $4,981-80.8% | $7,386-87.1% | $6,918-86.2% |