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 | $127,694 | $85,790+48.8% | $67,313+89.7% | $135,375-5.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.77% | -0.54%-3.2pp | -4.08%+0.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,807 | $3,487-19.5% | $2,566+9.4% | $4,779-41.3% |
| Participant deferral / active EE | $7,806 | $4,651+67.8% | $3,568+118.8% | $5,609+39.2% |
| Admin fee / account holder | $22,778 | $6,392+256.3% | $4,507+405.4% | $10,827+110.4% |