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 | $38,600 | $46,674-17.3% | $117,472-67.1% | $68,494-43.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.02% | -14.52%-1.5pp | 29.74%-45.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,079 | $1,505+104.6% | $4,176-26.3% | $2,596+18.6% |
| Participant deferral / active EE | $3,523 | $2,636+33.6% | $4,070-13.4% | $4,027-12.5% |
| Admin fee / account holder | $2,818 | $4,020-29.9% | $5,645-50.1% | $5,403-47.8% |