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 6-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 | $15,136 | $27,915-45.8% | $58,482-74.1% | $75,163-79.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 22.43% | 44.20%-21.8pp | 4239.32%-4216.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $4,847 | $669+624.5% | $1,053+360.2% | $2,670+81.6% |
| Participant deferral / active EE | $3,512 | $1,201+192.4% | $1,924+82.6% | $4,125-14.9% |
| Admin fee / account holder | $1,286 | $1,726-25.5% | $2,516-48.9% | $5,651-77.2% |