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 6-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 | $35,517 | $133,958-73.5% | $112,228-68.4% | $134,475-73.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.74% | 47.11%-57.8pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,805 | $4,038-55.3% | $3,635-50.3% | $4,740-61.9% |
| Participant deferral / active EE | $3,770 | $5,291-28.7% | $4,728-20.3% | $6,400-41.1% |
| Admin fee / account holder | $1,506 | $7,489-79.9% | $6,410-76.5% | $11,426-86.8% |