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 | $8,479 | $96,635-91.2% | $86,612-90.2% | $139,434-93.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,474 | $3,263-24.2% | $3,022-18.1% | $4,751-47.9% |
| Participant deferral / active EE | $4,777 | $4,836-1.2% | $4,438+7.6% | $6,710-28.8% |
| Admin fee / account holder | $1,172 | $6,408-81.7% | $5,614-79.1% | $11,403-89.7% |