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 8-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 | $21,485 | $176,662-87.8% | $130,648-83.6% | $152,861-85.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.25% | 2692.24%-2670.0pp | 1708.96%-1686.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,786 | $5,742-68.9% | $4,092-56.3% | $4,762-62.5% |
| Participant deferral / active EE | $2,513 | $4,361-42.4% | $3,603-30.3% | $5,850-57.0% |
| Admin fee / account holder | $1,930 | $7,133-72.9% | $5,464-64.7% | $11,596-83.4% |