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 | $52,940 | $67,331-21.4% | $60,874-13.0% | $134,475-60.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.66% | 49.93%-68.6pp | 16.90%-35.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,406 | $3,096+74.6% | $2,701+100.1% | $4,740+14.1% |
| Participant deferral / active EE | $7,869 | $4,538+73.4% | $3,817+106.2% | $6,400+23.0% |
| Admin fee / account holder | $27,097 | $4,582+491.4% | $3,224+740.4% | $11,426+137.2% |