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 6-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 | $33,483 | $110,809-69.8% | $86,874-61.5% | $167,490-80.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.72% | 116.98%-100.3pp | 63.52%-46.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,894 | $3,244-41.6% | $2,495-24.1% | $4,837-60.8% |
| Participant deferral / active EE | $13,147 | $4,546+189.2% | $3,699+255.4% | $6,341+107.3% |
| Admin fee / account holder | $479 | $8,415-94.3% | $5,828-91.8% | $12,309-96.1% |