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 5-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 | $127,247 | $68,097+86.9% | $62,929+102.2% | $137,256-7.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.69% | 1859.11%-1840.4pp | 1063.93%-1045.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $8,067 | $2,811+187.0% | $2,505+222.1% | $4,156+94.1% |
| Participant deferral / active EE | $12,791 | $4,553+181.0% | $3,888+229.0% | $6,407+99.6% |
| Admin fee / account holder | $448 | $6,521-93.1% | $5,065-91.2% | $12,270-96.4% |