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 | $4,056 | $88,751-95.4% | $81,812-95.0% | $145,922-97.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.16% | 1025.40%-1002.2pp | 773.79%-750.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $1,661 | $3,083-46.1% | $2,912-43.0% | $4,660-64.4% |
| Participant deferral / active EE | $1,944 | $4,643-58.1% | $4,319-55.0% | $6,688-70.9% |
| Admin fee / account holder | $1,441 | $8,415-82.9% | $7,386-80.5% | $13,397-89.2% |