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 | $54,691 | $59,805-8.5% | $79,550-31.2% | $68,494-20.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.92% | -12.30%+0.4pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $4,767 | $1,505+216.7% | $2,413+97.5% | $2,596+83.6% |
| Participant deferral / active EE | $4,070 | $3,024+34.6% | $3,985+2.1% | $4,027+1.1% |
| Admin fee / account holder | $2,291 | $4,835-52.6% | $6,832-66.5% | $5,403-57.6% |