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 | $55,835 | $133,958-58.3% | $112,228-50.2% | $134,475-58.5% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -11.59% | 47.11%-58.7pp | 27.45%-39.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $8,232 | $4,038+103.9% | $3,635+126.5% | $4,740+73.7% |
| Participant deferral / active EE | $1,529 | $5,291-71.1% | $4,728-67.7% | $6,400-76.1% |
| Admin fee / account holder | $532 | $7,489-92.9% | $6,410-91.7% | $11,426-95.3% |