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 | $4,407 | $76,738-94.3% | $56,411-92.2% | $145,922-97.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 2994.23%-2984.8pp | 1701.33%-1692.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,386 | $1,380+0.4% | $1,039+33.4% | $4,660-70.3% |
| Participant deferral / active EE | $2,622 | $2,6230% | $1,952+34.3% | $6,688-60.8% |
| Admin fee / account holder | $359 | $3,334-89.2% | $2,829-87.3% | $13,397-97.3% |