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 | $133,828 | $167,307-20.0% | $143,757-6.9% | $134,475-0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.55% | 0.46%-8.0pp | -0.04%-7.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,928 | $5,619-65.7% | $4,951-61.1% | $4,740-59.3% |
| Participant deferral / active EE | $4,244 | $6,446-34.2% | $5,637-24.7% | $6,400-33.7% |
| Admin fee / account holder | $2,260 | $18,088-87.5% | $14,673-84.6% | $11,426-80.2% |