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 | $40,692 | $73,867-44.9% | $143,757-71.7% | $68,494-40.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.99% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,429 | $3,184+39.1% | $4,951-10.5% | $2,596+70.6% |
| Participant deferral / active EE | $2,161 | $3,384-36.2% | $5,637-61.7% | $4,027-46.3% |
| Admin fee / account holder | $2,311 | $5,755-59.8% | $14,673-84.2% | $5,403-57.2% |