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 | $39,383 | $78,694-50.0% | $67,652-41.8% | $125,391-68.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.27% | 9.46%-6.2pp | 6625.04%-6621.8pp | 282.22%-279.0pp |
| Employer contribution / active EE | $600 | $3,044-80.3% | $2,266-73.5% | $4,866-87.7% |
| Participant deferral / active EE | $2,644 | $4,292-38.4% | $3,560-25.7% | $5,352-50.6% |
| Admin fee / account holder | $33,326 | $7,403+350.2% | $4,821+591.3% | $9,540+249.3% |