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 | $66,067 | $133,958-50.7% | $112,228-41.1% | $134,475-50.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.17% | 47.11%-58.3pp | 27.45%-38.6pp | 417.96%-429.1pp |
| Employer contribution / active EE | $4,107 | $4,038+1.7% | $3,635+13.0% | $4,740-13.4% |
| Participant deferral / active EE | $6,003 | $5,291+13.5% | $4,728+27.0% | $6,400-6.2% |
| Admin fee / account holder | $366 | $7,489-95.1% | $6,410-94.3% | $11,426-96.8% |