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 | $30,009 | $76,000-60.5% | $154,107-80.5% | $64,186-53.2% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | 3.88% | 30.32%-26.4pp | 735.12%-731.2pp | 7.63%-3.8pp |
| Employer contribution / active EE | $414 | $3,351-87.6% | $5,298-92.2% | $2,381-82.6% |
| Participant deferral / active EE | $7,005 | $3,175+120.6% | $5,081+37.9% | $3,470+101.9% |
| Admin fee / account holder | $1,070 | $5,596-80.9% | $13,411-92.0% | $4,888-78.1% |