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 | $21,009 | $69,010-69.6% | $159,960-86.9% | $68,494-69.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.27% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,524 | $2,213+104.4% | $4,226+7.1% | $2,596+74.3% |
| Participant deferral / active EE | $4,016 | $4,212-4.6% | $6,182-35.0% | $4,027-0.3% |
| Admin fee / account holder | $739 | $4,798-84.6% | $8,698-91.5% | $5,403-86.3% |