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 | $15,180 | $129,217-88.3% | $93,406-83.7% | $158,922-90.4% |
| Participation rate | 80.0% | 71.0%+9.0pp | 66.8%+13.2pp | 82.0%-2.0pp |
| Annual return | 24.40% | 118.21%-93.8pp | 78.05%-53.7pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,572 | $2,711-42.0% | $2,075-24.2% | $4,761-67.0% |
| Participant deferral / active EE | $5,980 | $3,909+53.0% | $3,126+91.3% | $5,9820% |
| Admin fee / account holder | $1,486 | $7,383-79.9% | $5,230-71.6% | $11,246-86.8% |