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 10-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 | $27,561 | $82,664-66.7% | $125,339-78.0% | $68,494-59.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $7,096 | $3,381+109.9% | $4,814+47.4% | $2,596+173.3% |
| Participant deferral / active EE | $2,882 | $6,110-52.8% | $7,446-61.3% | $4,027-28.4% |
| Admin fee / account holder | $1,012 | $6,275-83.9% | $10,010-89.9% | $5,403-81.3% |