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 | $33,727 | $54,350-37.9% | $82,719-59.2% | $68,494-50.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -6.65% | -13.67%+7.0pp | 701.18%-707.8pp | -7.84%+1.2pp |
| Employer contribution / active EE | $940 | $2,218-57.6% | $3,009-68.7% | $2,596-63.8% |
| Participant deferral / active EE | $2,746 | $3,246-15.4% | $4,395-37.5% | $4,027-31.8% |
| Admin fee / account holder | $2,597 | $4,395-40.9% | $5,329-51.3% | $5,403-51.9% |