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 | $34,169 | $95,862-64.4% | $79,550-57.0% | $134,475-74.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.94% | -2.69%-17.3pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,309 | $3,128-58.2% | $2,413-45.8% | $4,740-72.4% |
| Participant deferral / active EE | $7,622 | $4,693+62.4% | $3,985+91.3% | $6,400+19.1% |
| Admin fee / account holder | $19,633 | $9,126+115.1% | $6,832+187.3% | $11,426+71.8% |