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 | $28,846 | $53,806-46.4% | $61,491-53.1% | $68,494-57.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.58% | -15.68%+1.1pp | -12.98%-1.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,133 | $3,218+28.4% | $4,246-2.7% | $2,596+59.2% |
| Participant deferral / active EE | $2,544 | $3,678-30.8% | $5,188-51.0% | $4,027-36.8% |
| Admin fee / account holder | $2,920 | $5,999-51.3% | $4,312-32.3% | $5,403-45.9% |