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 | $37,972 | $82,286-53.9% | $68,791-44.8% | $134,475-71.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.82% | -2.19%-12.6pp | -6.38%-8.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,474 | $3,301+35.5% | $2,655+68.5% | $4,740-5.6% |
| Participant deferral / active EE | $6,905 | $4,739+45.7% | $3,941+75.2% | $6,400+7.9% |
| Admin fee / account holder | $27,114 | $6,481+318.4% | $4,932+449.8% | $11,426+137.3% |