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 4-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 | $10,522 | $51,576-79.6% | $129,207-91.9% | $80,856-87.0% |
| Participation rate | 71.0% | 57.0%+14.0pp | 69.6%+1.4pp | 67.6%+3.3pp |
| Annual return | 16.74% | 20.81%-4.1pp | 9417.33%-9400.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,420 | $1,584+242.2% | $4,153+30.5% | $2,755+96.7% |
| Participant deferral / active EE | $3,012 | $2,669+12.9% | $4,168-27.7% | $4,296-29.9% |
| Admin fee / account holder | $426 | $4,305-90.1% | $7,715-94.5% | $6,918-93.8% |