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 | $30,270 | $84,527-64.2% | $67,711-55.3% | $125,391-75.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.96% | 2.57%-4.5pp | 25.41%-27.4pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,325 | $3,292-59.7% | $2,559-48.2% | $4,866-72.8% |
| Participant deferral / active EE | $1,325 | $4,429-70.1% | $3,585-63.0% | $5,352-75.2% |
| Admin fee / account holder | $387 | $5,340-92.8% | $4,255-90.9% | $9,540-95.9% |