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 | $13,296 | $54,350-75.5% | $82,719-83.9% | $68,494-80.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.63% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,904 | $2,218+30.9% | $3,009-3.5% | $2,596+11.8% |
| Participant deferral / active EE | $2,190 | $3,246-32.5% | $4,395-50.2% | $4,027-45.6% |
| Admin fee / account holder | $606 | $4,395-86.2% | $5,329-88.6% | $5,403-88.8% |