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 3-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 | $19,059 | $88,751-78.5% | $81,812-76.7% | $145,922-86.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.11% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,187 | $3,083-29.1% | $2,912-24.9% | $4,660-53.1% |
| Participant deferral / active EE | $8,455 | $4,643+82.1% | $4,319+95.8% | $6,688+26.4% |
| Admin fee / account holder | $2,072 | $8,415-75.4% | $7,386-71.9% | $13,397-84.5% |