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 | $43,862 | $142,344-69.2% | $119,609-63.3% | $134,475-67.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.27% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,574 | $5,222-50.7% | $4,232-39.2% | $4,740-45.7% |
| Participant deferral / active EE | $5,524 | $6,469-14.6% | $5,602-1.4% | $6,400-13.7% |
| Admin fee / account holder | $12,735 | $13,584-6.3% | $10,323+23.4% | $11,426+11.5% |