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 | $30,329 | $72,400-58.1% | $67,502-55.1% | $145,922-79.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.02% | 7182.46%-7168.4pp | 3512.12%-3498.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $429 | $3,069-86.0% | $2,731-84.3% | $4,660-90.8% |
| Participant deferral / active EE | $1,046 | $4,783-78.1% | $4,000-73.9% | $6,688-84.4% |
| Admin fee / account holder | $11,368 | $5,539+105.2% | $3,998+184.4% | $13,397-15.1% |