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 | $88,935 | $158,817-44.0% | $121,196-26.6% | $135,375-34.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.99% | -0.64%-4.4pp | 16.93%-21.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,606 | $5,665-1.0% | $4,022+39.4% | $4,779+17.3% |
| Participant deferral / active EE | $5,643 | $4,005+40.9% | $3,344+68.7% | $5,609+0.6% |
| Admin fee / account holder | $847 | $6,512-87.0% | $5,019-83.1% | $10,827-92.2% |