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 | $100,231 | $142,344-29.6% | $119,609-16.2% | $134,475-25.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.53% | -12.44%+3.9pp | -14.97%+6.4pp | 417.96%-426.5pp |
| Employer contribution / active EE | $4,981 | $5,222-4.6% | $4,232+17.7% | $4,740+5.1% |
| Participant deferral / active EE | $11,751 | $6,469+81.6% | $5,602+109.8% | $6,400+83.6% |
| Admin fee / account holder | $15,740 | $13,584+15.9% | $10,323+52.5% | $11,426+37.8% |