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 | $16,181 | $54,350-70.2% | $82,719-80.4% | $68,494-76.4% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -18.63% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,400 | $2,218-36.9% | $3,009-53.5% | $2,596-46.1% |
| Participant deferral / active EE | $3,029 | $3,246-6.7% | $4,395-31.1% | $4,027-24.8% |
| Admin fee / account holder | $550 | $4,395-87.5% | $5,329-89.7% | $5,403-89.8% |