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 | $40,503 | $85,790-52.8% | $67,313-39.8% | $135,375-70.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.60% | -0.54%-7.1pp | -4.08%-3.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,922 | $3,487+12.5% | $2,566+52.9% | $4,779-17.9% |
| Participant deferral / active EE | $4,832 | $4,651+3.9% | $3,568+35.4% | $5,609-13.9% |
| Admin fee / account holder | $1,777 | $6,392-72.2% | $4,507-60.6% | $10,827-83.6% |