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 | $18,221 | $58,927-69.1% | $76,817-76.3% | $72,985-75.0% |
| Participation rate | 84.8% | 67.3%+17.5pp | 72.1%+12.8pp | 69.5%+15.4pp |
| Annual return | 28.66% | 2305.64%-2277.0pp | 1166.11%-1137.5pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,825 | $1,787+58.1% | $2,302+22.7% | $2,440+15.8% |
| Participant deferral / active EE | $4,850 | $2,690+80.3% | $3,336+45.4% | $3,607+34.5% |
| Admin fee / account holder | $1,033 | $4,013-74.3% | $6,420-83.9% | $5,124-79.8% |