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 | $19,091 | $158,817-88.0% | $121,196-84.2% | $135,375-85.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 194.13% | -0.64%+194.8pp | 16.93%+177.2pp | 519.73%-325.6pp |
| Employer contribution / active EE | $2,566 | $5,665-54.7% | $4,022-36.2% | $4,779-46.3% |
| Participant deferral / active EE | $3,796 | $4,005-5.2% | $3,344+13.5% | $5,609-32.3% |
| Admin fee / account holder | $554 | $6,512-91.5% | $5,019-89.0% | $10,827-94.9% |