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 | $44,926 | $82,664-45.7% | $125,339-64.2% | $68,494-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,897 | $3,381+15.3% | $4,814-19.0% | $2,596+50.1% |
| Participant deferral / active EE | $3,794 | $6,110-37.9% | $7,446-49.0% | $4,027-5.8% |
| Admin fee / account holder | $2,695 | $6,275-57.1% | $10,010-73.1% | $5,403-50.1% |