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 | $31,503 | $39,019-19.3% | $80,716-61.0% | $85,850-63.3% |
| Participation rate | 81.8% | 41.5%+40.3pp | 54.2%+27.7pp | 69.3%+12.5pp |
| Annual return | 20.89% | 26.27%-5.4pp | 87.28%-66.4pp | 318.53%-297.6pp |
| Employer contribution / active EE | $1,429 | $722+97.9% | $1,160+23.2% | $2,565-44.3% |
| Participant deferral / active EE | $4,582 | $1,326+245.7% | $2,146+113.6% | $3,952+16.0% |
| Admin fee / account holder | $300 | $2,431-87.6% | $3,380-91.1% | $6,260-95.2% |