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 9-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 | $9,310 | $80,717-88.5% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 13.87% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,176 | $2,761-57.4% | $4,305-72.7% | $2,631-55.3% |
| Participant deferral / active EE | $1,746 | $3,303-47.1% | $5,540-68.5% | $4,212-58.5% |
| Admin fee / account holder | $1,936 | $6,746-71.3% | $14,329-86.5% | $7,344-73.6% |