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 | $27,990 | $82,286-66.0% | $68,791-59.3% | $134,475-79.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.34% | -2.19%-15.1pp | -6.38%-11.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,570 | $3,301-22.1% | $2,655-3.2% | $4,740-45.8% |
| Participant deferral / active EE | $4,170 | $4,739-12.0% | $3,941+5.8% | $6,400-34.8% |
| Admin fee / account holder | $590 | $6,481-90.9% | $4,932-88.0% | $11,426-94.8% |