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 | $28,290 | $53,127-46.8% | $86,590-67.3% | $70,131-59.7% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 13.71% | 27.66%-14.0pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $967 | $2,068-53.2% | $2,839-65.9% | $2,342-58.7% |
| Participant deferral / active EE | $1,989 | $2,696-26.2% | $3,609-44.9% | $3,332-40.3% |
| Admin fee / account holder | $414 | $3,585-88.4% | $4,906-91.6% | $4,645-91.1% |