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 | $108,709 | $167,484-35.1% | $151,611-28.3% | $134,475-19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.62% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,934 | $6,829-27.8% | $6,166-20.0% | $4,740+4.1% |
| Participant deferral / active EE | $4,934 | $8,986-45.1% | $8,363-41.0% | $6,400-22.9% |
| Admin fee / account holder | $921 | $13,783-93.3% | $11,616-92.1% | $11,426-91.9% |