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 | $20,940 | $63,346-66.9% | $92,233-77.3% | $70,131-70.1% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 18.79% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,180 | $2,471-52.2% | $3,679-67.9% | $2,342-49.6% |
| Participant deferral / active EE | $3,054 | $2,854+7.0% | $3,897-21.6% | $3,332-8.3% |
| Admin fee / account holder | $495 | $3,840-87.1% | $5,194-90.5% | $4,645-89.4% |