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 7-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 | $2,712 | $72,071-96.2% | $68,368-96.0% | $137,256-98.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 15.06% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $880 | $4,410-80.0% | $4,123-78.7% | $6,407-86.3% |
| Admin fee / account holder | $580 | $5,336-89.1% | $5,150-88.7% | $12,270-95.3% |