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 9-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 | $18,037 | $100,773-82.1% | $88,946-79.7% | $142,382-87.3% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.8%+26.6pp | 80.1%+15.3pp |
| Annual return | 17.14% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,365 | $2,918-53.2% | $2,555-46.6% | $4,299-68.2% |
| Participant deferral / active EE | $2,890 | $5,230-44.7% | $4,581-36.9% | $6,507-55.6% |
| Admin fee / account holder | $1,118 | $9,693-88.5% | $8,261-86.5% | $12,624-91.1% |