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 | $66,849 | $82,286-18.8% | $68,791-2.8% | $134,475-50.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.49% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,111 | $3,301-66.3% | $2,655-58.2% | $4,740-76.6% |
| Participant deferral / active EE | $6,570 | $4,739+38.7% | $3,941+66.7% | $6,400+2.7% |
| Admin fee / account holder | $2,000 | $6,481-69.1% | $4,932-59.4% | $11,426-82.5% |