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 | $82,671 | $105,860-21.9% | $90,749-8.9% | $134,475-38.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.86% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,360 | $3,462-31.8% | $2,921-19.2% | $4,740-50.2% |
| Participant deferral / active EE | $5,806 | $5,216+11.3% | $4,564+27.2% | $6,400-9.3% |
| Admin fee / account holder | $953 | $13,938-93.2% | $8,445-88.7% | $11,426-91.7% |