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 | $18,650 | $72,071-74.1% | $68,368-72.7% | $137,256-86.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 15.38% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,423 | $2,788-49.0% | $2,649-46.3% | $4,156-65.8% |
| Participant deferral / active EE | $3,388 | $4,410-23.2% | $4,123-17.8% | $6,407-47.1% |
| Admin fee / account holder | $727 | $5,336-86.4% | $5,150-85.9% | $12,270-94.1% |