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 | $15,120 | $109,817-86.2% | $98,442-84.6% | $167,490-91.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.44% | 1956.69%-1939.3pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,856 | $3,224-42.4% | $2,960-37.3% | $4,837-61.6% |
| Participant deferral / active EE | $4,027 | $4,673-13.8% | $4,276-5.8% | $6,341-36.5% |
| Admin fee / account holder | $1,784 | $6,753-73.6% | $5,949-70.0% | $12,309-85.5% |