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 7-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 | $19,227 | $95,862-79.9% | $79,550-75.8% | $134,475-85.7% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.3pp |
| Annual return | -14.55% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,216 | $3,128-29.2% | $2,413-8.2% | $4,740-53.3% |
| Participant deferral / active EE | $4,762 | $4,693+1.5% | $3,985+19.5% | $6,400-25.6% |
| Admin fee / account holder | $513 | $9,126-94.4% | $6,832-92.5% | $11,426-95.5% |