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 | $53,189 | $70,756-24.8% | $65,493-18.8% | $142,382-62.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 12.96% | 1754.89%-1741.9pp | 982.45%-969.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $417 | $2,881-85.5% | $2,574-83.8% | $4,299-90.3% |
| Participant deferral / active EE | $1,896 | $4,637-59.1% | $3,961-52.1% | $6,507-70.9% |
| Admin fee / account holder | $384 | $6,559-94.1% | $5,028-92.4% | $12,624-97.0% |