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 8-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 | $16,195 | $107,334-84.9% | $92,893-82.6% | $152,861-89.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 38.35% | 145.58%-107.2pp | 109.41%-71.1pp | 345.32%-307.0pp |
| Employer contribution / active EE | $1,598 | $4,221-62.1% | $3,653-56.3% | $4,762-66.4% |
| Participant deferral / active EE | $5,521 | $4,845+14.0% | $4,236+30.3% | $5,850-5.6% |
| Admin fee / account holder | $423 | $7,079-94.0% | $5,794-92.7% | $11,596-96.3% |