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 3-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 | $9,138 | $169,032-94.6% | $129,207-92.9% | $145,922-93.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 27.10% | 14330.11%-14303.0pp | 9417.33%-9390.2pp | 561.29%-534.2pp |
| Employer contribution / active EE | $2,781 | $5,537-49.8% | $4,153-33.0% | $4,660-40.3% |
| Participant deferral / active EE | $1,294 | $4,987-74.0% | $4,168-68.9% | $6,688-80.6% |
| Admin fee / account holder | $2,250 | $9,954-77.4% | $7,715-70.8% | $13,397-83.2% |