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 | $45,972 | $27,641+66.3% | $61,373-25.1% | $68,494-32.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -12.39% | -13.24%+0.8pp | 338.61%-351.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,810 | $695+304.0% | $1,159+142.3% | $2,596+8.2% |
| Participant deferral / active EE | $7,072 | $1,263+459.9% | $2,125+232.8% | $4,027+75.6% |
| Admin fee / account holder | $2,104 | $2,010+4.7% | $2,130-1.2% | $5,403-61.1% |