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 6-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 | $28,619 | $81,625-64.9% | $58,482-51.1% | $139,434-79.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.62% | 7404.20%-7391.6pp | 4239.32%-4226.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,416 | $1,398+1.3% | $1,053+34.5% | $4,751-70.2% |
| Participant deferral / active EE | $4,714 | $2,557+84.4% | $1,924+145.0% | $6,710-29.7% |
| Admin fee / account holder | $1,522 | $3,265-53.4% | $2,516-39.5% | $11,403-86.7% |