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 | $23,825 | $159,901-85.1% | $146,958-83.8% | $145,922-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,639 | $5,286-50.1% | $4,933-46.5% | $4,660-43.4% |
| Participant deferral / active EE | $6,610 | $8,428-21.6% | $8,070-18.1% | $6,688-1.2% |
| Admin fee / account holder | $5,292 | $15,044-64.8% | $12,998-59.3% | $13,397-60.5% |