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 | $8,227 | $96,305-91.5% | $80,569-89.8% | $139,434-94.1% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 24.12% | 1350.08%-1326.0pp | 935.43%-911.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,475 | $3,262-54.8% | $2,723-45.9% | $4,751-69.0% |
| Participant deferral / active EE | $3,449 | $5,232-34.1% | $4,447-22.4% | $6,710-48.6% |
| Admin fee / account holder | $315 | $6,599-95.2% | $5,377-94.1% | $11,403-97.2% |