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 4-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 | $33,584 | $133,958-74.9% | $112,228-70.1% | $134,475-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.06% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,305 | $4,038-42.9% | $3,635-36.6% | $4,740-51.4% |
| Participant deferral / active EE | $6,357 | $5,291+20.2% | $4,728+34.5% | $6,400-0.7% |
| Admin fee / account holder | $1,401 | $7,489-81.3% | $6,410-78.1% | $11,426-87.7% |