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 | $8,727 | $81,625-89.3% | $58,482-85.1% | $139,434-93.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 22.59% | 7404.20%-7381.6pp | 4239.32%-4216.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,343 | $1,398+67.6% | $1,053+122.5% | $4,751-50.7% |
| Participant deferral / active EE | $3,306 | $2,557+29.3% | $1,924+71.9% | $6,710-50.7% |
| Admin fee / account holder | $771 | $3,265-76.4% | $2,516-69.4% | $11,403-93.2% |