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 | $18,018 | $96,635-81.4% | $86,612-79.2% | $139,434-87.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.86% | 106.41%-80.5pp | 591.07%-565.2pp | 372.94%-347.1pp |
| Employer contribution / active EE | $9,296 | $3,263+184.9% | $3,022+207.6% | $4,751+95.7% |
| Participant deferral / active EE | $4,529 | $4,836-6.4% | $4,438+2.1% | $6,710-32.5% |
| Admin fee / account holder | $710 | $6,408-88.9% | $5,614-87.3% | $11,403-93.8% |