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 | $81,488 | $73,867+10.3% | $143,757-43.3% | $68,494+19.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.78% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,954 | $3,184-38.6% | $4,951-60.5% | $2,596-24.7% |
| Participant deferral / active EE | $3,747 | $3,384+10.7% | $5,637-33.5% | $4,027-7.0% |
| Admin fee / account holder | $567 | $5,755-90.1% | $14,673-96.1% | $5,403-89.5% |