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 | $83,471 | $142,344-41.4% | $119,609-30.2% | $134,475-37.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.76% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,102 | $5,222-59.7% | $4,232-50.3% | $4,740-55.7% |
| Participant deferral / active EE | $3,713 | $6,469-42.6% | $5,602-33.7% | $6,400-42.0% |
| Admin fee / account holder | $2,278 | $13,584-83.2% | $10,323-77.9% | $11,426-80.1% |