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 | $30,858 | $90,519-65.9% | $93,789-67.1% | $134,475-77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.13% | -15.72%-3.4pp | -11.33%-7.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,125 | $4,343-51.1% | $4,323-50.8% | $4,740-55.2% |
| Participant deferral / active EE | $9,467 | $5,978+58.4% | $6,094+55.3% | $6,400+47.9% |
| Admin fee / account holder | $391 | $9,252-95.8% | $7,195-94.6% | $11,426-96.6% |