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 | $97,689 | $81,900+19.3% | $119,609-18.3% | $68,494+42.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.34% | -23.82%+11.5pp | -14.97%+2.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $9,096 | $2,693+237.7% | $4,232+114.9% | $2,596+250.4% |
| Participant deferral / active EE | $9,752 | $4,148+135.1% | $5,602+74.1% | $4,027+142.2% |
| Admin fee / account holder | $5,057 | $6,582-23.2% | $10,323-51.0% | $5,403-6.4% |