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 | $57,434 | $82,664-30.5% | $125,339-54.2% | $68,494-16.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,256 | $3,381-3.7% | $4,814-32.4% | $2,596+25.4% |
| Participant deferral / active EE | $5,630 | $6,110-7.9% | $7,446-24.4% | $4,027+39.8% |
| Admin fee / account holder | $605 | $6,275-90.4% | $10,010-94.0% | $5,403-88.8% |