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 | $35,242 | $133,958-73.7% | $112,228-68.6% | $134,475-73.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.89% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,167 | $4,038+3.2% | $3,635+14.6% | $4,740-12.1% |
| Participant deferral / active EE | $2,168 | $5,291-59.0% | $4,728-54.1% | $6,400-66.1% |
| Admin fee / account holder | $3,779 | $7,489-49.5% | $6,410-41.1% | $11,426-66.9% |