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 | $23,862 | $68,097-65.0% | $62,929-62.1% | $137,256-82.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 77.79% | 1859.11%-1781.3pp | 1063.93%-986.1pp | 220.34%-142.5pp |
| Employer contribution / active EE | $2,030 | $2,811-27.8% | $2,505-19.0% | $4,156-51.2% |
| Participant deferral / active EE | $4,876 | $4,553+7.1% | $3,888+25.4% | $6,407-23.9% |
| Admin fee / account holder | $1,955 | $6,521-70.0% | $5,065-61.4% | $12,270-84.1% |