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 5-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 | $95,897 | $167,484-42.7% | $151,611-36.7% | $134,475-28.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.84% | 7.80%-13.6pp | 3.33%-9.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $7,545 | $6,829+10.5% | $6,166+22.4% | $4,740+59.2% |
| Participant deferral / active EE | $10,636 | $8,986+18.4% | $8,363+27.2% | $6,400+66.2% |
| Admin fee / account holder | $11,823 | $13,783-14.2% | $11,616+1.8% | $11,426+3.5% |