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 | $14,478 | $74,888-80.7% | $71,209-79.7% | $142,382-89.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 18.04% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,349 | $2,854-52.7% | $2,721-50.4% | $4,299-68.6% |
| Participant deferral / active EE | $4,069 | $4,454-8.7% | $4,175-2.5% | $6,507-37.5% |
| Admin fee / account holder | $933 | $5,568-83.2% | $5,349-82.6% | $12,624-92.6% |