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 | $59,821 | $110,094-45.7% | $151,611-60.5% | $68,494-12.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.57% | -10.12%-2.4pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,903 | $4,471-35.1% | $6,166-52.9% | $2,596+11.8% |
| Participant deferral / active EE | $3,626 | $6,527-44.4% | $8,363-56.6% | $4,027-10.0% |
| Admin fee / account holder | $4,402 | $7,719-43.0% | $11,616-62.1% | $5,403-18.5% |