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 | $13,505 | $49,177-72.5% | $79,464-83.0% | $64,186-79.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.19% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,857 | $2,076-10.6% | $2,800-33.7% | $2,381-22.0% |
| Participant deferral / active EE | $939 | $2,821-66.7% | $3,704-74.7% | $3,470-72.9% |
| Admin fee / account holder | $484 | $3,839-87.4% | $5,113-90.5% | $4,888-90.1% |