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 4-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 | $8,383 | $96,635-91.3% | $86,612-90.3% | $139,434-94.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 122.84% | 106.41%+16.4pp | 591.07%-468.2pp | 372.94%-250.1pp |
| Employer contribution / active EE | $2,824 | $3,263-13.4% | $3,022-6.6% | $4,751-40.6% |
| Participant deferral / active EE | $4,363 | $4,836-9.8% | $4,438-1.7% | $6,710-35.0% |
| Admin fee / account holder | $3,598 | $6,408-43.9% | $5,614-35.9% | $11,403-68.4% |