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 10-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 | $9,920 | $76,738-87.1% | $56,411-82.4% | $145,922-93.2% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 8.72% | 2994.23%-2985.5pp | 1701.33%-1692.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,385 | $1,380+0.4% | $1,039+33.4% | $4,660-70.3% |
| Participant deferral / active EE | $2,251 | $2,623-14.2% | $1,952+15.3% | $6,688-66.3% |
| Admin fee / account holder | $2,055 | $3,334-38.4% | $2,829-27.4% | $13,397-84.7% |