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 | $8,492 | $37,426-77.3% | $77,482-89.0% | $79,858-89.4% |
| Participation rate | 93.3% | 41.5%+51.8pp | 54.2%+39.1pp | 69.6%+23.7pp |
| Annual return | 66.04% | 39.70%+26.3pp | 54.79%+11.3pp | 31.71%+34.3pp |
| Employer contribution / active EE | $3,659 | $637+474.7% | $986+270.9% | $2,471+48.1% |
| Participant deferral / active EE | $2,105 | $1,260+67.1% | $1,861+13.1% | $3,740-43.7% |
| Admin fee / account holder | $787 | $2,504-68.6% | $2,858-72.5% | $5,306-85.2% |