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 | $85,018 | $129,942-34.6% | $104,294-18.5% | $134,475-36.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | 42.03%-53.8pp | 24.61%-36.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $5,832 | $4,184+39.4% | $3,372+73.0% | $4,740+23.0% |
| Participant deferral / active EE | $5,999 | $5,588+7.4% | $4,625+29.7% | $6,400-6.3% |
| Admin fee / account holder | $49,329 | $9,323+429.1% | $7,339+572.1% | $11,426+331.7% |