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 | $68,517 | $133,958-48.9% | $112,228-38.9% | $134,475-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.38% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,717 | $4,038+140.6% | $3,635+167.4% | $4,740+105.0% |
| Participant deferral / active EE | $5,882 | $5,291+11.2% | $4,728+24.4% | $6,400-8.1% |
| Admin fee / account holder | $7,113 | $7,489-5.0% | $6,410+11.0% | $11,426-37.7% |