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 | $17,117 | $51,604-66.8% | $129,295-86.8% | $80,874-78.8% |
| Participation rate | 97.2% | 57.0%+40.2pp | 69.6%+27.6pp | 67.6%+29.6pp |
| Annual return | 17.67% | 20.76%-3.1pp | 9429.28%-9411.6pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,031 | $1,585-34.9% | $4,157-75.2% | $2,756-62.6% |
| Participant deferral / active EE | $1,863 | $2,670-30.2% | $4,169-55.3% | $4,297-56.6% |
| Admin fee / account holder | $515 | $4,310-88.1% | $7,665-93.3% | $6,935-92.6% |