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 | $38,015 | $82,286-53.8% | $68,791-44.7% | $134,475-71.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -2.71% | -2.19%-0.5pp | -6.38%+3.7pp | 417.96%-420.7pp |
| Employer contribution / active EE | $14,217 | $3,301+330.7% | $2,655+435.4% | $4,740+200.0% |
| Participant deferral / active EE | $20,500 | $4,739+332.6% | $3,941+420.2% | $6,400+220.3% |
| Admin fee / account holder | $360 | $6,481-94.4% | $4,932-92.7% | $11,426-96.8% |