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 | $65,550 | $99,032-33.8% | $80,019-18.1% | $135,375-51.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.93% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,261 | $3,043+7.1% | $2,468+32.1% | $4,779-31.8% |
| Participant deferral / active EE | $4,311 | $4,282+0.7% | $3,686+17.0% | $5,609-23.1% |
| Admin fee / account holder | $522 | $10,436-95.0% | $6,521-92.0% | $10,827-95.2% |