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 | $31,778 | $118,680-73.2% | $98,907-67.9% | $158,922-80.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 9.58% | 372.35%-362.8pp | 196.43%-186.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,688 | $3,333-49.4% | $2,689-37.2% | $4,761-64.5% |
| Participant deferral / active EE | $3,195 | $5,088-37.2% | $4,244-24.7% | $5,982-46.6% |
| Admin fee / account holder | $28,000 | $10,131+176.4% | $6,642+321.6% | $11,246+149.0% |