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 | $41,253 | $73,867-44.2% | $143,757-71.3% | $68,494-39.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.30% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,279 | $3,184-28.4% | $4,951-54.0% | $2,596-12.2% |
| Participant deferral / active EE | $2,533 | $3,384-25.2% | $5,637-55.1% | $4,027-37.1% |
| Admin fee / account holder | $27,634 | $5,755+380.2% | $14,673+88.3% | $5,403+411.5% |