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 10-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 | $34,920 | $81,625-57.2% | $58,482-40.3% | $139,434-75.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.02% | 7404.20%-7387.2pp | 4239.32%-4222.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,398 | $1,398+71.5% | $1,053+127.7% | $4,751-49.5% |
| Participant deferral / active EE | $945 | $2,557-63.0% | $1,924-50.9% | $6,710-85.9% |
| Admin fee / account holder | $362 | $3,265-88.9% | $2,516-85.6% | $11,403-96.8% |