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 | $43,982 | $105,860-58.5% | $90,749-51.5% | $134,475-67.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.99% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,433 | $3,462+56.9% | $2,921+86.0% | $4,740+14.6% |
| Participant deferral / active EE | $4,806 | $5,216-7.9% | $4,564+5.3% | $6,400-24.9% |
| Admin fee / account holder | $10,094 | $13,938-27.6% | $8,445+19.5% | $11,426-11.7% |