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 | $57,917 | $85,790-32.5% | $67,313-14.0% | $135,375-57.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.84% | -0.54%-1.3pp | -4.08%+2.2pp | 519.73%-521.6pp |
| Employer contribution / active EE | $7,779 | $3,487+123.1% | $2,566+203.2% | $4,779+62.8% |
| Participant deferral / active EE | $12,423 | $4,651+167.1% | $3,568+248.1% | $5,609+121.5% |
| Admin fee / account holder | $5,020 | $6,392-21.5% | $4,507+11.4% | $10,827-53.6% |