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 | $26,166 | $82,664-68.3% | $125,339-79.1% | $68,494-61.8% |
| Participation rate | 75.5% | 75.0%+0.4pp | 82.4%-6.9pp | 67.9%+7.6pp |
| Annual return | -14.09% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $5,382 | $3,381+59.2% | $4,814+11.8% | $2,596+107.3% |
| Participant deferral / active EE | $16,412 | $6,110+168.6% | $7,446+120.4% | $4,027+307.5% |
| Admin fee / account holder | $4,480 | $6,275-28.6% | $10,010-55.2% | $5,403-17.1% |