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 | $64,894 | $77,813-16.6% | $123,544-47.5% | $64,186+1.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.11% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,455 | $3,014-18.5% | $4,628-46.9% | $2,381+3.1% |
| Participant deferral / active EE | $5,713 | $5,240+9.0% | $6,426-11.1% | $3,470+64.7% |
| Admin fee / account holder | $87,735 | $5,519+1489.8% | $9,284+845.0% | $4,888+1694.9% |