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 5-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 | $6,769 | $72,400-90.7% | $67,502-90.0% | $145,922-95.4% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 14.29% | 7182.46%-7168.2pp | 3512.12%-3497.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $689 | $3,069-77.5% | $2,731-74.8% | $4,660-85.2% |
| Participant deferral / active EE | $1,341 | $4,783-72.0% | $4,000-66.5% | $6,688-79.9% |
| Admin fee / account holder | $382 | $5,539-93.1% | $3,998-90.4% | $13,397-97.1% |