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 | $9,786 | $99,877-90.2% | $84,966-88.5% | $145,922-93.3% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+15.0pp |
| Annual return | 12.20% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,006 | $3,231-37.9% | $2,727-26.4% | $4,660-56.9% |
| Participant deferral / active EE | $2,069 | $5,291-60.9% | $4,519-54.2% | $6,688-69.1% |
| Admin fee / account holder | $2,955 | $7,248-59.2% | $6,149-51.9% | $13,397-77.9% |