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 6-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 | $7,398 | $95,266-92.2% | $82,389-91.0% | $142,382-94.8% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.5%+18.7pp | 80.1%+8.1pp |
| Annual return | 22.32% | 25.74%-3.4pp | 28.67%-6.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,233 | $2,991-58.8% | $2,517-51.0% | $4,299-71.3% |
| Participant deferral / active EE | $1,990 | $4,809-58.6% | $4,155-52.1% | $6,507-69.4% |
| Admin fee / account holder | $1,311 | $8,563-84.7% | $7,231-81.9% | $12,624-89.6% |