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 10-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 | $28,679 | $63,346-54.7% | $92,233-68.9% | $70,131-59.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.89% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,935 | $2,471+18.8% | $3,679-20.2% | $2,342+25.3% |
| Participant deferral / active EE | $1,819 | $2,854-36.3% | $3,897-53.3% | $3,332-45.4% |
| Admin fee / account holder | $1,653 | $3,840-57.0% | $5,194-68.2% | $4,645-64.4% |