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 | $16,095 | $56,317-71.4% | $71,209-77.4% | $74,304-78.3% |
| Participation rate | 93.5% | 55.1%+38.4pp | 73.8%+19.7pp | 60.3%+33.1pp |
| Annual return | 16.62% | 42.83%-26.2pp | 282.51%-265.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $530 | $2,160-75.4% | $2,721-80.5% | $2,241-76.3% |
| Participant deferral / active EE | $2,221 | $2,788-20.3% | $4,175-46.8% | $3,767-41.0% |
| Admin fee / account holder | $1,498 | $2,290-34.6% | $5,349-72.0% | $2,969-49.5% |