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 | $29,339 | $100,754-70.9% | $86,677-66.2% | $134,475-78.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.87% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,446 | $3,489-58.6% | $2,836-49.0% | $4,740-69.5% |
| Participant deferral / active EE | $2,852 | $5,338-46.6% | $4,656-38.7% | $6,400-55.4% |
| Admin fee / account holder | $311 | $10,926-97.2% | $7,493-95.8% | $11,426-97.3% |