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 | $99,458 | $142,344-30.1% | $119,609-16.8% | $134,475-26.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -19.26% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,556 | $5,222-51.0% | $4,232-39.6% | $4,740-46.1% |
| Participant deferral / active EE | $3,153 | $6,469-51.3% | $5,602-43.7% | $6,400-50.7% |
| Admin fee / account holder | $7,011 | $13,584-48.4% | $10,323-32.1% | $11,426-38.6% |