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 | $51,417 | $90,600-43.2% | $79,464-35.3% | $135,375-62.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.35% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,221 | $3,068+5.0% | $2,800+15.0% | $4,779-32.6% |
| Participant deferral / active EE | $5,195 | $4,050+28.3% | $3,704+40.3% | $5,609-7.4% |
| Admin fee / account holder | $322 | $5,907-94.6% | $5,113-93.7% | $10,827-97.0% |