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 | $27,258 | $77,813-65.0% | $123,544-77.9% | $64,186-57.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.94% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,553 | $3,014+51.1% | $4,628-1.6% | $2,381+91.2% |
| Participant deferral / active EE | $5,461 | $5,240+4.2% | $6,426-15.0% | $3,470+57.4% |
| Admin fee / account holder | $694 | $5,519-87.4% | $9,284-92.5% | $4,888-85.8% |