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 7-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 | $26,324 | $61,774-57.4% | $97,226-72.9% | $80,856-67.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 26.83% | -557.90%+584.7pp | 75.13%-48.3pp | 35.59%-8.8pp |
| Employer contribution / active EE | $2,833 | $1,837+54.3% | $2,729+3.8% | $2,755+2.8% |
| Participant deferral / active EE | $6,413 | $3,029+111.7% | $4,264+50.4% | $4,296+49.3% |
| Admin fee / account holder | $6,375 | $5,166+23.4% | $5,654+12.8% | $6,918-7.9% |