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 | $108,473 | $133,958-19.0% | $112,228-3.3% | $134,475-19.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.74% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $12,971 | $4,038+221.2% | $3,635+256.9% | $4,740+173.7% |
| Participant deferral / active EE | $4,122 | $5,291-22.1% | $4,728-12.8% | $6,400-35.6% |
| Admin fee / account holder | $18,269 | $7,489+144.0% | $6,410+185.0% | $11,426+59.9% |