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 | $76,019 | $167,307-54.6% | $143,757-47.1% | $134,475-43.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.64% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,380 | $5,619-57.6% | $4,951-51.9% | $4,740-49.8% |
| Participant deferral / active EE | $6,097 | $6,446-5.4% | $5,637+8.2% | $6,400-4.7% |
| Admin fee / account holder | $17,785 | $18,088-1.7% | $14,673+21.2% | $11,426+55.7% |