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 | $10,965 | $70,756-84.5% | $65,493-83.3% | $142,382-92.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.06% | 1754.89%-1732.8pp | 982.45%-960.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,330 | $2,881+50.3% | $2,574+68.2% | $4,299+0.7% |
| Participant deferral / active EE | $5,797 | $4,637+25.0% | $3,961+46.4% | $6,507-10.9% |
| Admin fee / account holder | $524 | $6,559-92.0% | $5,028-89.6% | $12,624-95.8% |