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 6-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 | $35,027 | $133,958-73.9% | $112,228-68.8% | $134,475-74.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.09% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,104 | $4,038-47.9% | $3,635-42.1% | $4,740-55.6% |
| Participant deferral / active EE | $5,982 | $5,291+13.1% | $4,728+26.5% | $6,400-6.5% |
| Admin fee / account holder | $338 | $7,489-95.5% | $6,410-94.7% | $11,426-97.0% |