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 3-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 | $13,171 | $96,635-86.4% | $86,612-84.8% | $139,434-90.6% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,512 | $3,263-23.0% | $3,022-16.9% | $4,751-47.1% |
| Participant deferral / active EE | $3,342 | $4,836-30.9% | $4,438-24.7% | $6,710-50.2% |
| Admin fee / account holder | $413 | $6,408-93.6% | $5,614-92.6% | $11,403-96.4% |