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 | $55,334 | $97,750-43.4% | $103,464-46.5% | $145,959-62.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 25.43%-13.3pp | 23.91%-11.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $15,385 | $4,685+228.4% | $4,677+229.0% | $4,661+230.1% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,689-100.0% |
| Admin fee / account holder | $807 | $12,515-93.5% | $9,410-91.4% | $13,398-94.0% |