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 | $80,907 | $76,000+6.5% | $154,107-47.5% | $64,186+26.1% |
| Participation rate | 84.5% | 70.4%+14.1pp | 83.0%+1.5pp | 69.6%+14.9pp |
| Annual return | -3.47% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,190 | $3,175+32.0% | $5,081-17.5% | $3,470+20.8% |
| Admin fee / account holder | $12,544 | $5,596+124.2% | $13,411-6.5% | $4,888+156.6% |