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 5-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 | $13,794 | $70,606-80.5% | $53,898-74.4% | $142,382-90.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.77% | 619.81%-609.0pp | 528.60%-517.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,226 | $1,202+2.0% | $932+31.5% | $4,299-71.5% |
| Participant deferral / active EE | $3,594 | $2,364+52.0% | $1,826+96.8% | $6,507-44.8% |
| Admin fee / account holder | $319 | $2,852-88.8% | $2,491-87.2% | $12,624-97.5% |