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 | $38,508 | $54,350-29.1% | $82,719-53.4% | $68,494-43.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.02% | -13.67%+0.7pp | 701.18%-714.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,292 | $2,218+3.3% | $3,009-23.8% | $2,596-11.7% |
| Participant deferral / active EE | $4,194 | $3,246+29.2% | $4,395-4.6% | $4,027+4.1% |
| Admin fee / account holder | $2,423 | $4,395-44.9% | $5,329-54.5% | $5,403-55.2% |