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 | $5,406 | $74,888-92.8% | $71,209-92.4% | $142,382-96.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 18.88% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $729 | $2,854-74.5% | $2,721-73.2% | $4,299-83.1% |
| Participant deferral / active EE | $1,112 | $4,454-75.0% | $4,175-73.4% | $6,507-82.9% |
| Admin fee / account holder | $427 | $5,568-92.3% | $5,349-92.0% | $12,624-96.6% |