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 | $53,337 | $158,817-66.4% | $121,196-56.0% | $135,375-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.49% | -0.64%-8.9pp | 16.93%-26.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $17,967 | $5,665+217.2% | $4,022+346.8% | $4,779+276.0% |
| Participant deferral / active EE | $7,133 | $4,005+78.1% | $3,344+113.3% | $5,609+27.2% |
| Admin fee / account holder | $9,854 | $6,512+51.3% | $5,019+96.3% | $10,827-9.0% |