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 | $44,104 | $133,958-67.1% | $112,228-60.7% | $134,475-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.13% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,225 | $4,038+4.6% | $3,635+16.3% | $4,740-10.8% |
| Participant deferral / active EE | $7,615 | $5,291+43.9% | $4,728+61.1% | $6,400+19.0% |
| Admin fee / account holder | $602 | $7,489-92.0% | $6,410-90.6% | $11,426-94.7% |