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 | $26,768 | $76,738-65.1% | $56,411-52.5% | $145,922-81.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 29.74% | 2994.23%-2964.5pp | 1701.33%-1671.6pp | 561.29%-531.5pp |
| Employer contribution / active EE | $4,404 | $1,380+219.2% | $1,039+324.0% | $4,660-5.5% |
| Participant deferral / active EE | $9,459 | $2,623+260.7% | $1,952+384.6% | $6,688+41.4% |
| Admin fee / account holder | $1,909 | $3,334-42.7% | $2,829-32.5% | $13,397-85.7% |