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 | $38,613 | $69,518-44.5% | $59,878-35.5% | $135,375-71.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.71% | 7.94%-8.7pp | 3.46%-4.2pp | 519.73%-520.4pp |
| Employer contribution / active EE | $4,800 | $3,235+48.4% | $2,722+76.4% | $4,779+0.5% |
| Participant deferral / active EE | $2,400 | $4,206-42.9% | $3,402-29.4% | $5,609-57.2% |
| Admin fee / account holder | $4,963 | $5,734-13.4% | $3,590+38.2% | $10,827-54.2% |