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 | $63,139 | $78,694-19.8% | $67,652-6.7% | $125,391-49.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.70% | 9.46%-10.2pp | 6625.04%-6625.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,486 | $3,044-51.2% | $2,266-34.4% | $4,866-69.5% |
| Participant deferral / active EE | $3,200 | $4,292-25.4% | $3,560-10.1% | $5,352-40.2% |
| Admin fee / account holder | $3,806 | $7,403-48.6% | $4,821-21.0% | $9,540-60.1% |