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 | $58,161 | $82,664-29.6% | $125,339-53.6% | $68,494-15.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.52% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,228 | $3,381-4.5% | $4,814-32.9% | $2,596+24.3% |
| Participant deferral / active EE | $8,692 | $6,110+42.3% | $7,446+16.7% | $4,027+115.8% |
| Admin fee / account holder | $4,499 | $6,275-28.3% | $10,010-55.1% | $5,403-16.7% |