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 | $13,968 | $64,307-78.3% | $57,343-75.6% | $125,391-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.42% | 25.12%-26.5pp | 24.39%-25.8pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,490 | $3,193-53.3% | $2,689-44.6% | $4,866-69.4% |
| Participant deferral / active EE | $8,714 | $3,848+126.4% | $3,162+175.5% | $5,352+62.8% |
| Admin fee / account holder | $2,499 | $5,242-52.3% | $3,356-25.5% | $9,540-73.8% |