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 | $42,107 | $42,383-0.7% | $76,523-45.0% | $64,186-34.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -1.57% | -16.54%+15.0pp | -0.27%-1.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,494 | $1,563+59.5% | $2,647-5.8% | $2,381+4.7% |
| Participant deferral / active EE | $2,865 | $2,566+11.6% | $3,835-25.3% | $3,470-17.4% |
| Admin fee / account holder | $17,005 | $3,198+431.8% | $4,848+250.7% | $4,888+247.9% |