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 | $75,721 | $92,222-17.9% | $76,768-1.4% | $135,375-44.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $14,969 | $3,216+365.5% | $2,485+502.3% | $4,779+213.2% |
| Participant deferral / active EE | $10,750 | $4,509+138.4% | $3,852+179.1% | $5,609+91.7% |
| Admin fee / account holder | $787 | $10,748-92.7% | $6,675-88.2% | $10,827-92.7% |