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 | $67,377 | $82,664-18.5% | $125,339-46.2% | $68,494-1.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.00% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,213 | $3,381-34.6% | $4,814-54.0% | $2,596-14.8% |
| Participant deferral / active EE | $7,293 | $6,110+19.3% | $7,446-2.1% | $4,027+81.1% |
| Admin fee / account holder | $1,721 | $6,275-72.6% | $10,010-82.8% | $5,403-68.1% |