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 3-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 | $18,798 | $29,660-36.6% | $56,411-66.7% | $80,856-76.8% |
| Participation rate | 93.8% | 41.6%+52.1pp | 52.5%+41.3pp | 67.6%+26.1pp |
| Annual return | 14.01% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,191 | $669+227.4% | $1,039+111.0% | $2,755-20.5% |
| Participant deferral / active EE | $1,758 | $1,226+43.4% | $1,952-10.0% | $4,296-59.1% |
| Admin fee / account holder | $547 | $2,428-77.5% | $2,829-80.7% | $6,918-92.1% |