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 | $68,123 | $95,862-28.9% | $79,550-14.4% | $134,475-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.38% | -2.69%-14.7pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,238 | $3,128+3.5% | $2,413+34.2% | $4,740-31.7% |
| Participant deferral / active EE | $4,102 | $4,693-12.6% | $3,985+2.9% | $6,400-35.9% |
| Admin fee / account holder | $1,866 | $9,126-79.6% | $6,832-72.7% | $11,426-83.7% |