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 | $17,593 | $114,381-84.6% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.31% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,557 | $4,015-61.2% | $3,754-58.5% | $4,299-63.8% |
| Participant deferral / active EE | $3,038 | $5,564-45.4% | $5,116-40.6% | $6,507-53.3% |
| Admin fee / account holder | $2,594 | $9,860-73.7% | $8,919-70.9% | $12,624-79.5% |