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 8-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 | $18,952 | $54,350-65.1% | $82,719-77.1% | $68,494-72.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.93% | -13.67%+2.7pp | 701.18%-712.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,052 | $2,218-52.6% | $3,009-65.0% | $2,596-59.5% |
| Participant deferral / active EE | $1,233 | $3,246-62.0% | $4,395-71.9% | $4,027-69.4% |
| Admin fee / account holder | $1,030 | $4,395-76.6% | $5,329-80.7% | $5,403-80.9% |