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 9-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 | $20,774 | $49,922-58.4% | $80,569-74.2% | $75,163-72.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 28.74% | 34.69%-6.0pp | 935.43%-906.7pp | 160.62%-131.9pp |
| Employer contribution / active EE | $3,508 | $1,698+106.6% | $2,723+28.8% | $2,670+31.4% |
| Participant deferral / active EE | $7,297 | $2,990+144.0% | $4,447+64.1% | $4,125+76.9% |
| Admin fee / account holder | $1,906 | $3,577-46.7% | $5,377-64.6% | $5,651-66.3% |