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 5-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 | $17,259 | $90,348-80.9% | $75,972-77.3% | $145,922-88.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.06% | 620.88%-610.8pp | 359.55%-349.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $891 | $3,311-73.1% | $2,685-66.8% | $4,660-80.9% |
| Participant deferral / active EE | $1,101 | $5,162-78.7% | $4,255-74.1% | $6,688-83.5% |
| Admin fee / account holder | $1,033 | $8,467-87.8% | $6,467-84.0% | $13,397-92.3% |