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 | $104,003 | $68,097+52.7% | $62,929+65.3% | $137,256-24.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.30% | 1859.11%-1837.8pp | 1063.93%-1042.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,485 | $2,811-11.6% | $2,505-0.8% | $4,156-40.2% |
| Participant deferral / active EE | $9,363 | $4,553+105.7% | $3,888+140.8% | $6,407+46.1% |
| Admin fee / account holder | $1,500 | $6,521-77.0% | $5,065-70.4% | $12,270-87.8% |