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 4-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 | $16,580 | $180,749-90.8% | $160,784-89.7% | $137,256-87.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.64% | 2234.46%-2214.8pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,233 | $4,155-46.3% | $3,733-40.2% | $4,156-46.3% |
| Participant deferral / active EE | $3,586 | $6,844-47.6% | $6,293-43.0% | $6,407-44.0% |
| Admin fee / account holder | $1,746 | $10,397-83.2% | $9,717-82.0% | $12,270-85.8% |