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 | $73,999 | $92,222-19.8% | $76,768-3.6% | $135,375-45.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.64% | 5.46%-9.1pp | 2.43%-6.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,983 | $3,216-38.4% | $2,485-20.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,668 | $4,509+3.5% | $3,852+21.2% | $5,609-16.8% |
| Admin fee / account holder | $23,245 | $10,748+116.3% | $6,675+248.3% | $10,827+114.7% |