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 | $75,077 | $95,193-21.1% | $76,523-1.9% | $135,375-44.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.70% | 4.85%-7.6pp | -0.27%-2.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $18,093 | $3,302+447.9% | $2,647+583.5% | $4,779+278.6% |
| Participant deferral / active EE | $12,128 | $4,639+161.4% | $3,835+216.2% | $5,609+116.2% |
| Admin fee / account holder | $86,608 | $6,249+1286.0% | $4,848+1686.4% | $10,827+699.9% |