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 8-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 | $30,313 | $48,795-37.9% | $65,493-53.7% | $84,808-64.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 23.71% | 20.20%+3.5pp | 982.45%-958.7pp | 40.90%-17.2pp |
| Employer contribution / active EE | $750 | $1,930-61.1% | $2,574-70.9% | $2,631-71.5% |
| Participant deferral / active EE | $1,169 | $2,928-60.1% | $3,961-70.5% | $4,212-72.3% |
| Admin fee / account holder | $961 | $3,877-75.2% | $5,028-80.9% | $7,344-86.9% |