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 | $96,424 | $142,344-32.3% | $119,609-19.4% | $134,475-28.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | -12.44%-3.3pp | -14.97%-0.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,521 | $5,222-51.7% | $4,232-40.4% | $4,740-46.8% |
| Participant deferral / active EE | $4,919 | $6,469-24.0% | $5,602-12.2% | $6,400-23.1% |
| Admin fee / account holder | $2,677 | $13,584-80.3% | $10,323-74.1% | $11,426-76.6% |