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 | $46,338 | $54,229-14.6% | $70,092-33.9% | $68,494-32.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.53% | -13.87%-1.7pp | 190.73%-206.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,430 | $2,018+20.4% | $2,559-5.0% | $2,596-6.4% |
| Participant deferral / active EE | $3,334 | $2,956+12.8% | $3,849-13.4% | $4,027-17.2% |
| Admin fee / account holder | $3,193 | $4,694-32.0% | $6,267-49.1% | $5,403-40.9% |