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 | $5,104 | $30,400-83.2% | $53,898-90.5% | $84,808-94.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 19.36% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $448 | $603-25.7% | $932-52.0% | $2,631-83.0% |
| Participant deferral / active EE | $1,075 | $1,199-10.3% | $1,826-41.1% | $4,212-74.5% |
| Admin fee / account holder | $1,338 | $1,993-32.9% | $2,491-46.3% | $7,344-81.8% |