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 | $65,061 | $129,942-49.9% | $104,294-37.6% | $134,475-51.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.81% | 42.03%-57.8pp | 24.61%-40.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,953 | $4,184-29.4% | $3,372-12.4% | $4,740-37.7% |
| Participant deferral / active EE | $4,026 | $5,588-28.0% | $4,625-13.0% | $6,400-37.1% |
| Admin fee / account holder | $5,210 | $9,323-44.1% | $7,339-29.0% | $11,426-54.4% |