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 | $19,251 | $77,899-75.3% | $149,673-87.1% | $75,163-74.4% |
| Participation rate | 88.1% | 65.6%+22.5pp | 78.8%+9.3pp | 67.2%+20.9pp |
| Annual return | 14.17% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,568 | $3,411-54.0% | $5,680-72.4% | $4,125-62.0% |
| Admin fee / account holder | $1,439 | $5,956-75.8% | $13,210-89.1% | $5,651-74.5% |