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 | $68,584 | $81,900-16.3% | $119,609-42.7% | $68,494+0.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.03% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,694 | $2,693-37.1% | $4,232-60.0% | $2,596-34.8% |
| Participant deferral / active EE | $2,325 | $4,148-44.0% | $5,602-58.5% | $4,027-42.3% |
| Admin fee / account holder | $11,418 | $6,582+73.5% | $10,323+10.6% | $5,403+111.3% |