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 | $17,455 | $74,888-76.7% | $71,209-75.5% | $142,382-87.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.75% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,129 | $2,854-60.4% | $2,721-58.5% | $4,299-73.7% |
| Participant deferral / active EE | $3,509 | $4,454-21.2% | $4,175-16.0% | $6,507-46.1% |
| Admin fee / account holder | $350 | $5,568-93.7% | $5,349-93.5% | $12,624-97.2% |