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 | $37,930 | $67,331-43.7% | $60,874-37.7% | $134,475-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.07% | 49.93%-62.0pp | 16.90%-29.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,877 | $3,096-7.1% | $2,701+6.5% | $4,740-39.3% |
| Participant deferral / active EE | $6,751 | $4,538+48.7% | $3,817+76.9% | $6,400+5.5% |
| Admin fee / account holder | $698 | $4,582-84.8% | $3,224-78.4% | $11,426-93.9% |