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 | $29,034 | $92,222-68.5% | $76,768-62.2% | $135,375-78.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.47% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,551 | $3,216-20.7% | $2,485+2.7% | $4,779-46.6% |
| Participant deferral / active EE | $4,219 | $4,509-6.4% | $3,852+9.5% | $5,609-24.8% |
| Admin fee / account holder | $3,507 | $10,748-67.4% | $6,675-47.5% | $10,827-67.6% |