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 | $35,221 | $76,000-53.7% | $154,107-77.1% | $64,186-45.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.97% | 30.32%-22.3pp | 735.12%-727.1pp | 7.63%+0.3pp |
| Employer contribution / active EE | $423 | $3,351-87.4% | $5,298-92.0% | $2,381-82.2% |
| Participant deferral / active EE | $1,377 | $3,175-56.6% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $2,632 | $5,596-53.0% | $13,411-80.4% | $4,888-46.1% |