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 | $24,750 | $105,860-76.6% | $90,749-72.7% | $134,475-81.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.58% | -11.01%-5.6pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,231 | $3,462+80.0% | $2,921+113.3% | $4,740+31.5% |
| Participant deferral / active EE | $2,917 | $5,216-44.1% | $4,564-36.1% | $6,400-54.4% |
| Admin fee / account holder | $1,402 | $13,938-89.9% | $8,445-83.4% | $11,426-87.7% |