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 | $50,529 | $133,958-62.3% | $112,228-55.0% | $134,475-62.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.20% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,392 | $4,038-65.5% | $3,635-61.7% | $4,740-70.6% |
| Participant deferral / active EE | $7,305 | $5,291+38.1% | $4,728+54.5% | $6,400+14.1% |
| Admin fee / account holder | $852 | $7,489-88.6% | $6,410-86.7% | $11,426-92.5% |