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 7-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 | $10,802 | $81,625-86.8% | $58,482-81.5% | $139,434-92.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.44% | 7404.20%-7396.8pp | 4239.32%-4231.9pp | 372.94%-365.5pp |
| Employer contribution / active EE | $892 | $1,398-36.2% | $1,053-15.3% | $4,751-81.2% |
| Participant deferral / active EE | $2,918 | $2,557+14.1% | $1,924+51.6% | $6,710-56.5% |
| Admin fee / account holder | $1,194 | $3,265-63.4% | $2,516-52.6% | $11,403-89.5% |