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 7-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 | $19,970 | $74,888-73.3% | $71,209-72.0% | $142,382-86.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 28.18% | 345.14%-317.0pp | 282.51%-254.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,089 | $2,854-61.8% | $2,721-60.0% | $4,299-74.7% |
| Participant deferral / active EE | $2,036 | $4,454-54.3% | $4,175-51.2% | $6,507-68.7% |
| Admin fee / account holder | $378 | $5,568-93.2% | $5,349-92.9% | $12,624-97.0% |