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 4-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 | $26,920 | $81,625-67.0% | $58,482-54.0% | $139,434-80.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.21% | 7404.20%-7386.0pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,636 | $1,398+17.0% | $1,053+55.3% | $4,751-65.6% |
| Participant deferral / active EE | $8,795 | $2,557+244.0% | $1,924+357.1% | $6,710+31.1% |
| Admin fee / account holder | $311 | $3,265-90.5% | $2,516-87.7% | $11,403-97.3% |