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 8-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 | $20,143 | $82,664-75.6% | $125,339-83.9% | $68,494-70.6% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,820 | $3,381+72.1% | $4,814+20.9% | $2,596+124.2% |
| Participant deferral / active EE | $18,770 | $6,110+207.2% | $7,446+152.1% | $4,027+366.1% |
| Admin fee / account holder | $3,717 | $6,275-40.8% | $10,010-62.9% | $5,403-31.2% |