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 | $57,355 | $95,971-40.2% | $74,550-23.1% | $135,375-57.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.31% | 56.96%-65.3pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,304 | $2,716-15.2% | $1,961+17.5% | $4,779-51.8% |
| Participant deferral / active EE | $6,039 | $3,843+57.1% | $3,108+94.3% | $5,609+7.7% |
| Admin fee / account holder | $7,797 | $6,522+19.6% | $5,060+54.1% | $10,827-28.0% |