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 | $219,728 | $433,437-49.3% | $415,992-47.2% | $478,521-54.1% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | -2.89% | -3.67%+0.8pp | -4.46%+1.6pp | 101.52%-104.4pp |
| Employer contribution / active EE | $0 | $19,293-100.0% | $19,238-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $439 | $6,332-93.1% | $6,482-93.2% | $12,578-96.5% |