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 | $27,223 | $49,177-44.6% | $79,464-65.7% | $64,186-57.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.17% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,474 | $2,076+19.2% | $2,800-11.6% | $2,381+3.9% |
| Participant deferral / active EE | $3,116 | $2,821+10.4% | $3,704-15.9% | $3,470-10.2% |
| Admin fee / account holder | $1,828 | $3,839-52.4% | $5,113-64.3% | $4,888-62.6% |