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 | $17,298 | $97,757-82.3% | $83,848-79.4% | $135,375-87.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -8.60% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $920 | $4,222-78.2% | $3,631-74.7% | $4,779-80.7% |
| Participant deferral / active EE | $2,522 | $4,682-46.1% | $4,082-38.2% | $5,609-55.0% |
| Admin fee / account holder | $621 | $6,674-90.7% | $5,478-88.7% | $10,827-94.3% |