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 | $39,070 | $129,942-69.9% | $104,294-62.5% | $134,475-70.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 42.03%-57.5pp | 24.61%-40.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,227 | $4,184-46.8% | $3,372-33.9% | $4,740-53.0% |
| Participant deferral / active EE | $5,669 | $5,588+1.5% | $4,625+22.6% | $6,400-11.4% |
| Admin fee / account holder | $16,463 | $9,323+76.6% | $7,339+124.3% | $11,426+44.1% |