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 | $88,577 | $81,900+8.2% | $119,609-25.9% | $68,494+29.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.62% | -23.82%+12.2pp | -14.97%+3.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,969 | $2,693-26.9% | $4,232-53.5% | $2,596-24.2% |
| Participant deferral / active EE | $4,350 | $4,148+4.9% | $5,602-22.3% | $4,027+8.0% |
| Admin fee / account holder | $5,012 | $6,582-23.9% | $10,323-51.5% | $5,403-7.2% |