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 | $8,547 | $54,705-84.4% | $71,209-88.0% | $84,808-89.9% |
| Participation rate | 92.2% | 64.1%+28.1pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 14.73% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,637 | $3,030-13.0% | $4,175-36.8% | $4,212-37.4% |
| Admin fee / account holder | $855 | $4,863-82.4% | $5,349-84.0% | $7,344-88.4% |