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 | $67,419 | $142,344-52.6% | $119,609-43.6% | $134,475-49.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.16% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $8,631 | $5,222+65.3% | $4,232+103.9% | $4,740+82.1% |
| Participant deferral / active EE | $4,227 | $6,469-34.7% | $5,602-24.6% | $6,400-34.0% |
| Admin fee / account holder | $47,901 | $13,584+252.6% | $10,323+364.0% | $11,426+319.2% |