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 | $13,432 | $96,635-86.1% | $86,612-84.5% | $139,434-90.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 17.95% | 106.41%-88.5pp | 591.07%-573.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,230 | $3,263-62.3% | $3,022-59.3% | $4,751-74.1% |
| Participant deferral / active EE | $1,766 | $4,836-63.5% | $4,438-60.2% | $6,710-73.7% |
| Admin fee / account holder | $395 | $6,408-93.8% | $5,614-93.0% | $11,403-96.5% |