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 | $78,082 | $85,790-9.0% | $67,313+16.0% | $135,375-42.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,688 | $3,487-22.9% | $2,566+4.8% | $4,779-43.8% |
| Participant deferral / active EE | $5,845 | $4,651+25.7% | $3,568+63.8% | $5,609+4.2% |
| Admin fee / account holder | $2,047 | $6,392-68.0% | $4,507-54.6% | $10,827-81.1% |