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 | $37,441 | $82,664-54.7% | $125,339-70.1% | $68,494-45.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,528 | $3,381-25.2% | $4,814-47.5% | $2,596-2.6% |
| Participant deferral / active EE | $5,069 | $6,110-17.0% | $7,446-31.9% | $4,027+25.9% |
| Admin fee / account holder | $619 | $6,275-90.1% | $10,010-93.8% | $5,403-88.5% |