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 9-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 | $13,454 | $76,000-82.3% | $154,107-91.3% | $64,186-79.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,468 | $3,351-56.2% | $5,298-72.3% | $2,381-38.4% |
| Participant deferral / active EE | $2,979 | $3,175-6.2% | $5,081-41.4% | $3,470-14.1% |
| Admin fee / account holder | $410 | $5,596-92.7% | $13,411-96.9% | $4,888-91.6% |