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 | $38,088 | $109,881-65.3% | $150,045-74.6% | $84,808-55.1% |
| Participation rate | 70.9% | 76.1%-5.2pp | 82.3%-11.4pp | 68.3%+2.6pp |
| Annual return | 19.71% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $913 | $3,561-74.4% | $4,693-80.5% | $2,631-65.3% |
| Participant deferral / active EE | $2,739 | $6,636-58.7% | $7,997-65.8% | $4,212-35.0% |
| Admin fee / account holder | $561 | $8,568-93.5% | $13,435-95.8% | $7,344-92.4% |