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 10-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 | $9,145 | $104,106-91.2% | $71,086-87.1% | $135,375-93.2% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.7%+31.1pp | 82.6%+3.1pp |
| Annual return | 4.46% | 1256.30%-1251.8pp | 650.59%-646.1pp | 519.73%-515.3pp |
| Employer contribution / active EE | $2,099 | $1,485+41.4% | $1,088+93.0% | $4,779-56.1% |
| Participant deferral / active EE | $2,838 | $2,527+12.3% | $1,874+51.4% | $5,609-49.4% |
| Admin fee / account holder | $2,470 | $4,142-40.4% | $3,082-19.9% | $10,827-77.2% |