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 | $26,479 | $76,000-65.2% | $154,107-82.8% | $64,186-58.7% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.3pp |
| Annual return | 9.01% | 30.32%-21.3pp | 735.12%-726.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,939 | $3,175-38.9% | $5,081-61.8% | $3,470-44.1% |
| Admin fee / account holder | $1,140 | $5,596-79.6% | $13,411-91.5% | $4,888-76.7% |