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 | $56,643 | $59,107-4.2% | $86,436-34.5% | $68,494-17.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.91% | -0.23%-17.7pp | 4394.89%-4412.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,394 | $2,519+34.7% | $3,769-9.9% | $2,596+30.7% |
| Participant deferral / active EE | $7,335 | $5,901+24.3% | $6,952+5.5% | $4,027+82.1% |
| Admin fee / account holder | $869 | $5,637-84.6% | $6,731-87.1% | $5,403-83.9% |