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 6-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 | $13,261 | $95,862-86.2% | $79,550-83.3% | $134,475-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.84% | -2.69%-8.2pp | 0.16%-11.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,766 | $3,128-43.5% | $2,413-26.8% | $4,740-62.7% |
| Participant deferral / active EE | $1,809 | $4,693-61.5% | $3,985-54.6% | $6,400-71.7% |
| Admin fee / account holder | $316 | $9,126-96.5% | $6,832-95.4% | $11,426-97.2% |