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 | $53,792 | $113,935-52.8% | $94,224-42.9% | $125,391-57.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.70% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,230 | $4,727-74.0% | $3,587-65.7% | $4,866-74.7% |
| Participant deferral / active EE | $3,127 | $5,179-39.6% | $4,320-27.6% | $5,352-41.6% |
| Admin fee / account holder | $392 | $8,391-95.3% | $6,269-93.7% | $9,540-95.9% |