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 | $12,173 | $69,518-82.5% | $59,878-79.7% | $135,375-91.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.64% | 7.94%-10.6pp | 3.46%-6.1pp | 519.73%-522.4pp |
| Employer contribution / active EE | $475 | $3,235-85.3% | $2,722-82.5% | $4,779-90.1% |
| Participant deferral / active EE | $3,183 | $4,206-24.3% | $3,402-6.4% | $5,609-43.2% |
| Admin fee / account holder | $6,101 | $5,734+6.4% | $3,590+69.9% | $10,827-43.7% |