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 6-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 | $5,693 | $74,888-92.4% | $71,209-92.0% | $142,382-96.0% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 16.90% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $601 | $2,854-78.9% | $2,721-77.9% | $4,299-86.0% |
| Participant deferral / active EE | $962 | $4,454-78.4% | $4,175-77.0% | $6,507-85.2% |
| Admin fee / account holder | $2,191 | $5,568-60.7% | $5,349-59.0% | $12,624-82.6% |