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 | $38,287 | $77,813-50.8% | $123,544-69.0% | $64,186-40.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.42% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,213 | $3,014+6.6% | $4,628-30.6% | $2,381+35.0% |
| Participant deferral / active EE | $5,587 | $5,240+6.6% | $6,426-13.0% | $3,470+61.0% |
| Admin fee / account holder | $41,589 | $5,519+653.6% | $9,284+348.0% | $4,888+750.8% |