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 4-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 | $21,995 | $99,640-77.9% | $86,436-74.6% | $134,475-83.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.64% | 6782.58%-6790.2pp | 4394.89%-4402.5pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,455 | $4,400-44.2% | $3,769-34.9% | $4,740-48.2% |
| Participant deferral / active EE | $3,363 | $7,246-53.6% | $6,952-51.6% | $6,400-47.5% |
| Admin fee / account holder | $5,712 | $8,371-31.8% | $6,731-15.1% | $11,426-50.0% |