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 | $63,722 | $105,860-39.8% | $90,749-29.8% | $134,475-52.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.99% | -11.01%-5.0pp | -12.16%-3.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,712 | $3,462+7.2% | $2,921+27.1% | $4,740-21.7% |
| Participant deferral / active EE | $5,484 | $5,216+5.1% | $4,564+20.1% | $6,400-14.3% |
| Admin fee / account holder | $5,213 | $13,938-62.6% | $8,445-38.3% | $11,426-54.4% |