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 8-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 | $18,029 | $118,849-84.8% | $96,562-81.3% | $167,490-89.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.53% | 50.49%-33.0pp | 37.78%-20.3pp | 478.56%-461.0pp |
| Employer contribution / active EE | $930 | $3,120-70.2% | $2,356-60.5% | $4,837-80.8% |
| Participant deferral / active EE | $5,574 | $4,616+20.8% | $3,849+44.8% | $6,341-12.1% |
| Admin fee / account holder | $362 | $8,065-95.5% | $6,181-94.1% | $12,309-97.1% |