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 | $49,660 | $64,707-23.3% | $112,228-55.8% | $68,494-27.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.22% | -11.40%+0.2pp | 27.45%-38.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $5,108 | $2,746+86.0% | $3,635+40.5% | $2,596+96.7% |
| Participant deferral / active EE | $4,310 | $3,565+20.9% | $4,728-8.8% | $4,027+7.0% |
| Admin fee / account holder | $16,179 | $5,232+209.2% | $6,410+152.4% | $5,403+199.5% |