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 | $74,029 | $71,883+3.0% | $86,677-14.6% | $68,494+8.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,047 | $2,173-51.8% | $2,836-63.1% | $2,596-59.7% |
| Participant deferral / active EE | $3,816 | $3,779+1.0% | $4,656-18.0% | $4,027-5.3% |
| Admin fee / account holder | $7,000 | $6,112+14.5% | $7,493-6.6% | $5,403+29.6% |