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 | $55,885 | $76,738-27.2% | $56,411-0.9% | $145,922-61.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,463 | $1,380+78.5% | $1,039+137.1% | $4,660-47.1% |
| Participant deferral / active EE | $10,813 | $2,623+312.3% | $1,952+454.0% | $6,688+61.7% |
| Admin fee / account holder | $1,159 | $3,334-65.2% | $2,829-59.0% | $13,397-91.3% |