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 | $25,157 | $43,327-41.9% | $59,878-58.0% | $64,186-60.8% |
| Participation rate | 93.5% | 69.2%+24.3pp | 74.7%+18.8pp | 69.6%+23.9pp |
| Annual return | 25.35% | -1.55%+26.9pp | 3.46%+21.9pp | 7.63%+17.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,897 | $2,546+367.3% | $3,402+249.7% | $3,470+242.9% |
| Admin fee / account holder | $336 | $3,005-88.8% | $3,590-90.6% | $4,888-93.1% |