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 | $46,981 | $67,331-30.2% | $60,874-22.8% | $134,475-65.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.17% | 49.93%-61.1pp | 16.90%-28.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $6,853 | $3,096+121.3% | $2,701+153.7% | $4,740+44.6% |
| Participant deferral / active EE | $3,720 | $4,538-18.0% | $3,817-2.5% | $6,400-41.9% |
| Admin fee / account holder | $2,132 | $4,582-53.5% | $3,224-33.9% | $11,426-81.3% |