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 | $10,770 | $57,281-81.2% | $86,612-87.6% | $75,163-85.7% |
| Participation rate | 91.8% | 63.2%+28.6pp | 71.7%+20.1pp | 67.2%+24.6pp |
| Annual return | 19.07% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,927 | $3,318-41.9% | $4,438-56.6% | $4,125-53.3% |
| Admin fee / account holder | $493 | $4,112-88.0% | $5,614-91.2% | $5,651-91.3% |