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 7-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 | $23,166 | $72,071-67.9% | $68,368-66.1% | $137,256-83.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.04% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,502 | $2,788+169.1% | $2,649+183.2% | $4,156+80.5% |
| Participant deferral / active EE | $5,316 | $4,410+20.5% | $4,123+28.9% | $6,407-17.0% |
| Admin fee / account holder | $3,084 | $5,336-42.2% | $5,150-40.1% | $12,270-74.9% |