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 3-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 | $10,800 | $72,400-85.1% | $67,502-84.0% | $145,922-92.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.81% | 7182.46%-7168.7pp | 3512.12%-3498.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,885 | $3,069-38.6% | $2,731-31.0% | $4,660-59.5% |
| Participant deferral / active EE | $2,660 | $4,783-44.4% | $4,000-33.5% | $6,688-60.2% |
| Admin fee / account holder | $1,247 | $5,539-77.5% | $3,998-68.8% | $13,397-90.7% |