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 | $19,964 | $210,648-90.5% | $177,989-88.8% | $145,922-86.3% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.14% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,307 | $4,565-71.4% | $3,949-66.9% | $4,660-72.0% |
| Participant deferral / active EE | $4,726 | $6,958-32.1% | $6,276-24.7% | $6,688-29.3% |
| Admin fee / account holder | $1,228 | $12,013-89.8% | $10,363-88.1% | $13,397-90.8% |