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 | $18,624 | $104,106-82.1% | $71,086-73.8% | $135,375-86.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.79% | 1256.30%-1263.1pp | 650.59%-657.4pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,827 | $1,485+23.0% | $1,088+67.9% | $4,779-61.8% |
| Participant deferral / active EE | $5,238 | $2,527+107.3% | $1,874+179.5% | $5,609-6.6% |
| Admin fee / account holder | $734 | $4,142-82.3% | $3,082-76.2% | $10,827-93.2% |