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 8-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 | $17,665 | $100,852-82.5% | $90,404-80.5% | $158,922-88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.73% | 1724.20%-1698.5pp | 1293.02%-1267.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,677 | $3,689-54.5% | $3,262-48.6% | $4,761-64.8% |
| Participant deferral / active EE | $7,898 | $4,348+81.6% | $3,963+99.3% | $5,982+32.0% |
| Admin fee / account holder | $375 | $6,501-94.2% | $5,611-93.3% | $11,246-96.7% |