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 | $74,801 | $129,942-42.4% | $104,294-28.3% | $134,475-44.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.57% | 42.03%-59.6pp | 24.61%-42.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,848 | $4,184-55.8% | $3,372-45.2% | $4,740-61.0% |
| Participant deferral / active EE | $9,849 | $5,588+76.3% | $4,625+113.0% | $6,400+53.9% |
| Admin fee / account holder | $1,934 | $9,323-79.3% | $7,339-73.6% | $11,426-83.1% |