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 7-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 | $56,211 | $95,862-41.4% | $79,550-29.3% | $134,475-58.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.31% | -2.69%-11.6pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $14,297 | $3,128+357.1% | $2,413+492.5% | $4,740+201.7% |
| Participant deferral / active EE | $5,080 | $4,693+8.2% | $3,985+27.5% | $6,400-20.6% |
| Admin fee / account holder | $341 | $9,126-96.3% | $6,832-95.0% | $11,426-97.0% |