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 | $103,461 | $85,790+20.6% | $67,313+53.7% | $135,375-23.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.30% | -0.54%-4.8pp | -4.08%-1.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,165 | $3,487-37.9% | $2,566-15.6% | $4,779-54.7% |
| Participant deferral / active EE | $3,593 | $4,651-22.7% | $3,568+0.7% | $5,609-35.9% |
| Admin fee / account holder | $1,188 | $6,392-81.4% | $4,507-73.6% | $10,827-89.0% |