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 10-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 | $16,333 | $84,695-80.7% | $73,843-77.9% | $125,391-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.75% | 3123.53%-3122.8pp | 2267.84%-2267.1pp | 282.22%-281.5pp |
| Employer contribution / active EE | $5,355 | $3,123+71.5% | $2,787+92.1% | $4,866+10.1% |
| Participant deferral / active EE | $1,018 | $3,992-74.5% | $3,583-71.6% | $5,352-81.0% |
| Admin fee / account holder | $413 | $5,691-92.7% | $4,880-91.5% | $9,540-95.7% |