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 | $84,681 | $82,286+2.9% | $68,791+23.1% | $134,475-37.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.06% | -2.19%-17.9pp | -6.38%-13.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,655 | $3,301+41.0% | $2,655+75.3% | $4,740-1.8% |
| Participant deferral / active EE | $8,428 | $4,739+77.9% | $3,941+113.8% | $6,400+31.7% |
| Admin fee / account holder | $1,270 | $6,481-80.4% | $4,932-74.2% | $11,426-88.9% |