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 | $40,005 | $91,037-56.1% | $71,671-44.2% | $147,584-72.9% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 15.57% | 20.48%-4.9pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,805 | $3,327-45.7% | $2,460-26.6% | $4,876-63.0% |
| Participant deferral / active EE | $3,309 | $4,498-26.4% | $3,438-3.8% | $5,439-39.2% |
| Admin fee / account holder | $27,723 | $8,613+221.9% | $5,558+398.8% | $10,885+154.7% |