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 | $155,116 | $82,664+87.6% | $125,339+23.8% | $68,494+126.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,333 | $3,381-1.4% | $4,814-30.8% | $2,596+28.4% |
| Participant deferral / active EE | $5,579 | $6,110-8.7% | $7,446-25.1% | $4,027+38.5% |
| Admin fee / account holder | $17,166 | $6,275+173.5% | $10,010+71.5% | $5,403+217.7% |