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 | $47,602 | $71,883-33.8% | $86,677-45.1% | $68,494-30.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.26% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,671 | $2,173+22.9% | $2,836-5.8% | $2,596+2.9% |
| Participant deferral / active EE | $7,063 | $3,779+86.9% | $4,656+51.7% | $4,027+75.4% |
| Admin fee / account holder | $1,119 | $6,112-81.7% | $7,493-85.1% | $5,403-79.3% |