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 | $27,840 | $95,862-71.0% | $79,550-65.0% | $134,475-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.50% | -2.69%-7.8pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,246 | $3,128-60.2% | $2,413-48.4% | $4,740-73.7% |
| Participant deferral / active EE | $3,432 | $4,693-26.9% | $3,985-13.9% | $6,400-46.4% |
| Admin fee / account holder | $38,457 | $9,126+321.4% | $6,832+462.9% | $11,426+236.6% |