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 | $18,039 | $114,381-84.2% | $107,525-83.2% | $142,382-87.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.30% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $987 | $4,015-75.4% | $3,754-73.7% | $4,299-77.0% |
| Participant deferral / active EE | $1,964 | $5,564-64.7% | $5,116-61.6% | $6,507-69.8% |
| Admin fee / account holder | $1,431 | $9,860-85.5% | $8,919-84.0% | $12,624-88.7% |