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 6-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 | $54,468 | $142,344-61.7% | $119,609-54.5% | $134,475-59.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -19.83% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $10,065 | $5,222+92.7% | $4,232+137.8% | $4,740+112.4% |
| Participant deferral / active EE | $5,792 | $6,469-10.5% | $5,602+3.4% | $6,400-9.5% |
| Admin fee / account holder | $1,417 | $13,584-89.6% | $10,323-86.3% | $11,426-87.6% |