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 | $25,949 | $99,020-73.8% | $86,590-70.0% | $147,584-82.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,842 | $3,132-41.2% | $2,839-35.1% | $4,876-62.2% |
| Participant deferral / active EE | $8,202 | $3,972+106.5% | $3,609+127.3% | $5,439+50.8% |
| Admin fee / account holder | $472 | $5,710-91.7% | $4,906-90.4% | $10,885-95.7% |