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 7-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 | $15,040 | $109,982-86.3% | $97,226-84.5% | $145,922-89.7% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 18.38% | 242.90%-224.5pp | 75.13%-56.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,161 | $3,084-29.9% | $2,729-20.8% | $4,660-53.6% |
| Participant deferral / active EE | $4,192 | $4,676-10.4% | $4,264-1.7% | $6,688-37.3% |
| Admin fee / account holder | $2,231 | $6,221-64.1% | $5,654-60.5% | $13,397-83.4% |