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 | $97,832 | $133,958-27.0% | $112,228-12.8% | $134,475-27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.74% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,204 | $4,038-45.4% | $3,635-39.4% | $4,740-53.5% |
| Participant deferral / active EE | $5,716 | $5,291+8.0% | $4,728+20.9% | $6,400-10.7% |
| Admin fee / account holder | $550 | $7,489-92.7% | $6,410-91.4% | $11,426-95.2% |