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 | $6,539 | $96,305-93.2% | $80,569-91.9% | $139,434-95.3% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 18.11% | 1350.08%-1332.0pp | 935.43%-917.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,335 | $3,262-59.1% | $2,723-51.0% | $4,751-71.9% |
| Participant deferral / active EE | $2,370 | $5,232-54.7% | $4,447-46.7% | $6,710-64.7% |
| Admin fee / account holder | $1,362 | $6,599-79.4% | $5,377-74.7% | $11,403-88.1% |