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 | $91,555 | $97,044-5.7% | $83,333+9.9% | $135,375-32.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.41% | 12.31%-20.7pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,525 | $4,143-14.9% | $3,379+4.3% | $4,779-26.2% |
| Participant deferral / active EE | $6,125 | $5,964+2.7% | $5,565+10.1% | $5,609+9.2% |
| Admin fee / account holder | $1,154 | $8,380-86.2% | $7,510-84.6% | $10,827-89.3% |