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 3-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 | $7,927 | $68,097-88.4% | $62,929-87.4% | $137,256-94.2% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 15.85% | 1859.11%-1843.3pp | 1063.93%-1048.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $305 | $2,811-89.2% | $2,505-87.8% | $4,156-92.7% |
| Participant deferral / active EE | $1,533 | $4,553-66.3% | $3,888-60.6% | $6,407-76.1% |
| Admin fee / account holder | $1,189 | $6,521-81.8% | $5,065-76.5% | $12,270-90.3% |