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 | $29,912 | $45,152-33.8% | $73,843-59.5% | $59,632-49.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.51% | 27.40%-28.9pp | 2267.84%-2269.4pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,080 | $1,902+62.0% | $2,787+10.5% | $2,203+39.8% |
| Participant deferral / active EE | $5,278 | $2,574+105.1% | $3,583+47.3% | $3,192+65.4% |
| Admin fee / account holder | $661 | $3,516-81.2% | $4,880-86.5% | $4,297-84.6% |