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 5-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 | $9,036 | $47,479-81.0% | $62,929-85.6% | $82,448-89.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 20.76% | 20.34%+0.4pp | 1063.93%-1043.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,276 | $1,885-32.3% | $2,505-49.0% | $2,551-50.0% |
| Participant deferral / active EE | $1,948 | $2,870-32.1% | $3,888-49.9% | $4,139-52.9% |
| Admin fee / account holder | $466 | $3,804-87.7% | $5,065-90.8% | $7,234-93.6% |