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 | $56,144 | $147,167-61.8% | $111,392-49.6% | $135,375-58.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.62% | -4.44%-1.2pp | -2.06%-3.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,088 | $5,204-21.4% | $4,328-5.5% | $4,779-14.5% |
| Participant deferral / active EE | $9,924 | $6,565+51.2% | $5,567+78.3% | $5,609+76.9% |
| Admin fee / account holder | $6,062 | $20,270-70.1% | $12,266-50.6% | $10,827-44.0% |