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 | $64,747 | $131,829-50.9% | $108,579-40.4% | $273,961-76.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $892 | $4,912-81.8% | $3,758-76.3% | $4,869-81.7% |
| Participant deferral / active EE | $5,219 | $5,127+1.8% | $4,311+21.1% | $5,287-1.3% |
| Admin fee / account holder | $1,150 | $10,252-88.8% | $7,645-85.0% | $10,132-88.7% |