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 | $55,553 | $158,817-65.0% | $121,196-54.2% | $135,375-59.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.24% | -0.64%-5.6pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,878 | $5,665-49.2% | $4,022-28.4% | $4,779-39.8% |
| Participant deferral / active EE | $6,639 | $4,005+65.8% | $3,344+98.5% | $5,609+18.4% |
| Admin fee / account holder | $6,023 | $6,512-7.5% | $5,019+20.0% | $10,827-44.4% |