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 | $67,500 | $73,867-8.6% | $143,757-53.0% | $68,494-1.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.54% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $8,170 | $3,184+156.6% | $4,951+65.0% | $2,596+214.7% |
| Participant deferral / active EE | $3,062 | $3,384-9.5% | $5,637-45.7% | $4,027-24.0% |
| Admin fee / account holder | $12,481 | $5,755+116.9% | $14,673-14.9% | $5,403+131.0% |