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 | $45,541 | $92,222-50.6% | $76,768-40.7% | $135,375-66.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,036 | $3,216-36.7% | $2,485-18.1% | $4,779-57.4% |
| Participant deferral / active EE | $4,274 | $4,509-5.2% | $3,852+11.0% | $5,609-23.8% |
| Admin fee / account holder | $2,292 | $10,748-78.7% | $6,675-65.7% | $10,827-78.8% |