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 6-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 | $97,107 | $81,625+19.0% | $58,482+66.0% | $139,434-30.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 8.65% | 7404.20%-7395.5pp | 4239.32%-4230.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $14,058 | $1,398+905.4% | $1,053+1234.7% | $4,751+195.9% |
| Participant deferral / active EE | $7,500 | $2,557+193.4% | $1,924+289.8% | $6,710+11.8% |
| Admin fee / account holder | $757 | $3,265-76.8% | $2,516-69.9% | $11,403-93.4% |