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 | $7,594 | $72,400-89.5% | $67,502-88.8% | $145,922-94.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.80% | 7182.46%-7171.7pp | 3512.12%-3501.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,943 | $3,069-4.1% | $2,731+7.8% | $4,660-36.8% |
| Participant deferral / active EE | $2,943 | $4,783-38.5% | $4,000-26.4% | $6,688-56.0% |
| Admin fee / account holder | $21,065 | $5,539+280.3% | $3,998+426.9% | $13,397+57.2% |