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 | $25,182 | $99,652-74.7% | $78,778-68.0% | $147,584-82.9% |
| Participation rate | 86.4% | 76.2%+10.1pp | 69.2%+17.2pp | 82.8%+3.5pp |
| Annual return | 8.29% | 47.28%-39.0pp | 35.62%-27.3pp | 578.55%-570.3pp |
| Employer contribution / active EE | $910 | $2,796-67.4% | $1,986-54.2% | $4,876-81.3% |
| Participant deferral / active EE | $4,300 | $3,664+17.4% | $2,958+45.3% | $5,439-20.9% |
| Admin fee / account holder | $5,975 | $7,155-16.5% | $5,134+16.4% | $10,885-45.1% |