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 6-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 | $10,683 | $74,888-85.7% | $71,209-85.0% | $142,382-92.5% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 19.65% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,649 | $2,854-42.2% | $2,721-39.4% | $4,299-61.6% |
| Participant deferral / active EE | $1,926 | $4,454-56.8% | $4,175-53.9% | $6,507-70.4% |
| Admin fee / account holder | $716 | $5,568-87.1% | $5,349-86.6% | $12,624-94.3% |