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 | $111,880 | $167,307-33.1% | $143,757-22.2% | $134,475-16.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.05% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,609 | $5,619-18.0% | $4,951-6.9% | $4,740-2.8% |
| Participant deferral / active EE | $14,168 | $6,446+119.8% | $5,637+151.3% | $6,400+121.4% |
| Admin fee / account holder | $3,001 | $18,088-83.4% | $14,673-79.5% | $11,426-73.7% |