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 6-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 | $72,606 | $112,096-35.2% | $95,952-24.3% | $158,922-54.3% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,917 | $3,198-8.8% | $2,541+14.8% | $4,761-38.7% |
| Participant deferral / active EE | $4,472 | $4,784-6.5% | $4,167+7.3% | $5,982-25.2% |
| Admin fee / account holder | $878 | $10,130-91.3% | $6,795-87.1% | $11,246-92.2% |