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 | $53,114 | $90,590-41.4% | $90,782-41.5% | $135,375-60.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.20% | -3.40%-3.8pp | -3.42%-3.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,838 | $4,352+34.1% | $4,105+42.2% | $4,779+22.2% |
| Participant deferral / active EE | $6,933 | $5,407+28.2% | $5,366+29.2% | $5,609+23.6% |
| Admin fee / account holder | $16,718 | $7,683+117.6% | $5,908+183.0% | $10,827+54.4% |