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 | $96,509 | $142,344-32.2% | $119,609-19.3% | $134,475-28.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,062 | $5,222-22.2% | $4,232-4.0% | $4,740-14.3% |
| Participant deferral / active EE | $14,508 | $6,469+124.3% | $5,602+159.0% | $6,400+126.7% |
| Admin fee / account holder | $1,140 | $13,584-91.6% | $10,323-89.0% | $11,426-90.0% |