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 6-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 | $9,790 | $29,660-67.0% | $56,411-82.6% | $80,856-87.9% |
| Participation rate | 85.7% | 41.6%+44.1pp | 52.5%+33.2pp | 67.6%+18.1pp |
| Annual return | 15.13% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $850 | $669+27.0% | $1,039-18.2% | $2,755-69.1% |
| Participant deferral / active EE | $1,948 | $1,226+58.9% | $1,952-0.2% | $4,296-54.7% |
| Admin fee / account holder | $949 | $2,428-60.9% | $2,829-66.4% | $6,918-86.3% |