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 | $70,265 | $106,515-34.0% | $96,683-27.3% | $139,434-49.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $10,593 | $4,103+158.2% | $3,737+183.5% | $4,751+123.0% |
| Participant deferral / active EE | $15,703 | $5,454+187.9% | $4,878+221.9% | $6,710+134.0% |
| Admin fee / account holder | $397 | $7,877-95.0% | $6,730-94.1% | $11,403-96.5% |