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 | $13,239 | $102,604-87.1% | $86,188-84.6% | $139,434-90.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.45% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,007 | $3,032+32.2% | $2,380+68.4% | $4,751-15.6% |
| Participant deferral / active EE | $1,215 | $4,676-74.0% | $3,985-69.5% | $6,710-81.9% |
| Admin fee / account holder | $2,556 | $8,657-70.5% | $6,852-62.7% | $11,403-77.6% |