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 6-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 | $24,751 | $127,386-80.6% | $115,037-78.5% | $125,391-80.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.53% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $4,545 | $5,166-12.0% | $4,608-1.4% | $4,866-6.6% |
| Participant deferral / active EE | $10,586 | $6,423+64.8% | $6,026+75.7% | $5,352+97.8% |
| Admin fee / account holder | $3,381 | $9,516-64.5% | $8,175-58.6% | $9,540-64.6% |