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 | $62,198 | $90,600-31.3% | $79,464-21.7% | $135,375-54.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.80% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,605 | $3,068-15.1% | $2,800-7.0% | $4,779-45.5% |
| Participant deferral / active EE | $5,766 | $4,050+42.3% | $3,704+55.7% | $5,609+2.8% |
| Admin fee / account holder | $46,404 | $5,907+685.6% | $5,113+807.6% | $10,827+328.6% |