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 | $11,992 | $68,097-82.4% | $62,929-80.9% | $137,256-91.3% |
| Participation rate | 79.2% | 77.4%+1.7pp | 73.1%+6.1pp | 80.0%-0.8pp |
| Annual return | 16.12% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,312 | $2,811-53.3% | $2,505-47.6% | $4,156-68.4% |
| Participant deferral / active EE | $2,714 | $4,553-40.4% | $3,888-30.2% | $6,407-57.6% |
| Admin fee / account holder | $1,956 | $6,521-70.0% | $5,065-61.4% | $12,270-84.1% |