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 | $80,198 | $90,590-11.5% | $90,782-11.7% | $135,375-40.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.83% | -3.40%-4.4pp | -3.42%-4.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $15,444 | $4,352+254.8% | $4,105+276.2% | $4,779+223.2% |
| Participant deferral / active EE | $5,118 | $5,407-5.3% | $5,366-4.6% | $5,609-8.7% |
| Admin fee / account holder | $376 | $7,683-95.1% | $5,908-93.6% | $10,827-96.5% |