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 | $16,200 | $47,479-65.9% | $62,929-74.3% | $82,448-80.4% |
| Participation rate | 98.2% | 66.9%+31.4pp | 73.1%+25.1pp | 68.1%+30.2pp |
| Annual return | 15.88% | 20.34%-4.5pp | 1063.93%-1048.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,382 | $1,885-26.7% | $2,505-44.8% | $2,551-45.8% |
| Participant deferral / active EE | $2,430 | $2,870-15.3% | $3,888-37.5% | $4,139-41.3% |
| Admin fee / account holder | $1,779 | $3,804-53.2% | $5,065-64.9% | $7,234-75.4% |