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 | $15,119 | $100,852-85.0% | $90,404-83.3% | $158,922-90.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 23.99% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,325 | $3,689-37.0% | $3,262-28.7% | $4,761-51.2% |
| Participant deferral / active EE | $1,717 | $4,348-60.5% | $3,963-56.7% | $5,982-71.3% |
| Admin fee / account holder | $395 | $6,501-93.9% | $5,611-93.0% | $11,246-96.5% |