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 | $46,078 | $71,883-35.9% | $86,677-46.8% | $68,494-32.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.69% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,307 | $2,173+6.2% | $2,836-18.7% | $2,596-11.1% |
| Participant deferral / active EE | $2,767 | $3,779-26.8% | $4,656-40.6% | $4,027-31.3% |
| Admin fee / account holder | $1,199 | $6,112-80.4% | $7,493-84.0% | $5,403-77.8% |