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 | $96,469 | $167,307-42.3% | $143,757-32.9% | $134,475-28.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.31% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,341 | $5,619-76.1% | $4,951-72.9% | $4,740-71.7% |
| Participant deferral / active EE | $5,836 | $6,446-9.5% | $5,637+3.5% | $6,400-8.8% |
| Admin fee / account holder | $1,716 | $18,088-90.5% | $14,673-88.3% | $11,426-85.0% |