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 | $41,214 | $70,756-41.8% | $65,493-37.1% | $142,382-71.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 24.13% | 1754.89%-1730.8pp | 982.45%-958.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $4,867 | $2,881+69.0% | $2,574+89.1% | $4,299+13.2% |
| Participant deferral / active EE | $13,520 | $4,637+191.5% | $3,961+241.3% | $6,507+107.8% |
| Admin fee / account holder | $4,484 | $6,559-31.6% | $5,028-10.8% | $12,624-64.5% |