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 | $63,471 | $87,540-27.5% | $75,781-16.2% | $125,391-49.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.89% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,087 | $3,930-72.3% | $3,323-67.3% | $4,866-77.7% |
| Participant deferral / active EE | $3,636 | $4,229-14.0% | $3,651-0.4% | $5,352-32.1% |
| Admin fee / account holder | $2,624 | $6,502-59.6% | $5,299-50.5% | $9,540-72.5% |