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 | $21,180 | $97,044-78.2% | $83,333-74.6% | $135,375-84.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.80% | 12.31%-20.1pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,663 | $4,143-35.7% | $3,379-21.2% | $4,779-44.3% |
| Participant deferral / active EE | $7,615 | $5,964+27.7% | $5,565+36.8% | $5,609+35.8% |
| Admin fee / account holder | $420 | $8,380-95.0% | $7,510-94.4% | $10,827-96.1% |