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 5-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 | $63,698 | $64,707-1.6% | $112,228-43.2% | $68,494-7.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -2.80% | -11.40%+8.6pp | 27.45%-30.3pp | -7.84%+5.0pp |
| Employer contribution / active EE | $18,379 | $2,746+569.3% | $3,635+405.7% | $2,596+607.9% |
| Participant deferral / active EE | $2,921 | $3,565-18.1% | $4,728-38.2% | $4,027-27.5% |
| Admin fee / account holder | $3,920 | $5,232-25.1% | $6,410-38.9% | $5,403-27.5% |