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 | $26,235 | $105,860-75.2% | $90,749-71.1% | $134,475-80.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.24% | -11.01%-2.2pp | -12.16%-1.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,316 | $3,462-33.1% | $2,921-20.7% | $4,740-51.1% |
| Participant deferral / active EE | $5,110 | $5,216-2.0% | $4,564+12.0% | $6,400-20.2% |
| Admin fee / account holder | $313 | $13,938-97.8% | $8,445-96.3% | $11,426-97.3% |