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 5-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 | $6,745 | $74,888-91.0% | $71,209-90.5% | $142,382-95.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,170 | $2,854-24.0% | $2,721-20.3% | $4,299-49.5% |
| Participant deferral / active EE | $2,531 | $4,454-43.2% | $4,175-39.4% | $6,507-61.1% |
| Admin fee / account holder | $2,984 | $5,568-46.4% | $5,349-44.2% | $12,624-76.4% |