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 8-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 | $31,350 | $82,664-62.1% | $125,339-75.0% | $68,494-54.2% |
| Participation rate | 73.2% | 75.0%-1.8pp | 82.4%-9.1pp | 67.9%+5.4pp |
| Annual return | -11.60% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,091 | $3,381-38.2% | $4,814-56.6% | $2,596-19.5% |
| Participant deferral / active EE | $8,756 | $6,110+43.3% | $7,446+17.6% | $4,027+117.4% |
| Admin fee / account holder | $771 | $6,275-87.7% | $10,010-92.3% | $5,403-85.7% |