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 | $36,670 | $107,791-66.0% | $90,645-59.5% | $135,375-72.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.37% | -0.90%-8.5pp | 1.88%-11.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $6,407 | $3,018+112.3% | $2,532+153.1% | $4,779+34.1% |
| Participant deferral / active EE | $4,988 | $3,872+28.8% | $3,425+45.6% | $5,609-11.1% |
| Admin fee / account holder | $8,496 | $5,930+43.3% | $4,994+70.1% | $10,827-21.5% |