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 | $19,617 | $114,381-82.8% | $107,525-81.8% | $142,382-86.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 18.02% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,694 | $4,015-57.8% | $3,754-54.9% | $4,299-60.6% |
| Participant deferral / active EE | $3,576 | $5,564-35.7% | $5,116-30.1% | $6,507-45.0% |
| Admin fee / account holder | $468 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |