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 | $83,662 | $95,862-12.7% | $79,550+5.2% | $134,475-37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.06% | -2.69%-1.4pp | 0.16%-4.2pp | 417.96%-422.0pp |
| Employer contribution / active EE | $4,175 | $3,128+33.5% | $2,413+73.0% | $4,740-11.9% |
| Participant deferral / active EE | $2,555 | $4,693-45.6% | $3,985-35.9% | $6,400-60.1% |
| Admin fee / account holder | $546 | $9,126-94.0% | $6,832-92.0% | $11,426-95.2% |