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 6-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 | $8,670 | $93,024-90.7% | $77,024-88.7% | $134,475-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.92% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,032 | $3,418-11.3% | $2,812+7.8% | $4,740-36.0% |
| Participant deferral / active EE | $5,038 | $5,238-3.8% | $4,426+13.8% | $6,400-21.3% |
| Admin fee / account holder | $2,050 | $6,944-70.5% | $5,425-62.2% | $11,426-82.1% |