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 | $39,004 | $158,817-75.4% | $121,196-67.8% | $135,375-71.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.83% | -0.64%-7.2pp | 16.93%-24.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $9,837 | $5,665+73.6% | $4,022+144.6% | $4,779+105.8% |
| Participant deferral / active EE | $5,563 | $4,005+38.9% | $3,344+66.3% | $5,609-0.8% |
| Admin fee / account holder | $3,665 | $6,512-43.7% | $5,019-27.0% | $10,827-66.1% |