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 | $29,391 | $40,256-27.0% | $57,343-48.7% | $59,632-50.7% |
| Participation rate | 82.1% | 69.2%+13.0pp | 75.1%+7.1pp | 68.7%+13.5pp |
| Annual return | 6.71% | 27.49%-20.8pp | 24.39%-17.7pp | 2041.28%-2034.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,225 | $2,399+76.1% | $3,162+33.6% | $3,192+32.4% |
| Admin fee / account holder | $1,114 | $2,818-60.5% | $3,356-66.8% | $4,297-74.1% |