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 | $19,499 | $58,208-66.5% | $81,812-76.2% | $80,856-75.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 28.77% | 41.66%-12.9pp | 773.79%-745.0pp | 35.59%-6.8pp |
| Employer contribution / active EE | $2,174 | $2,340-7.1% | $2,912-25.3% | $2,755-21.1% |
| Participant deferral / active EE | $6,635 | $3,281+102.2% | $4,319+53.6% | $4,296+54.4% |
| Admin fee / account holder | $1,268 | $4,981-74.5% | $7,386-82.8% | $6,918-81.7% |