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 | $25,621 | $102,317-75.0% | $146,958-82.6% | $80,856-68.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.18% | 134.76%-109.6pp | 418.34%-393.2pp | 35.59%-10.4pp |
| Employer contribution / active EE | $5,911 | $3,713+59.2% | $4,933+19.8% | $2,755+114.6% |
| Participant deferral / active EE | $11,466 | $6,644+72.6% | $8,070+42.1% | $4,296+166.9% |
| Admin fee / account holder | $711 | $7,941-91.0% | $12,998-94.5% | $6,918-89.7% |