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 | $28,541 | $142,344-79.9% | $119,609-76.1% | $134,475-78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.49% | -12.44%+0.9pp | -14.97%+3.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,225 | $5,222-57.4% | $4,232-47.4% | $4,740-53.1% |
| Participant deferral / active EE | $7,265 | $6,469+12.3% | $5,602+29.7% | $6,400+13.5% |
| Admin fee / account holder | $9,914 | $13,584-27.0% | $10,323-4.0% | $11,426-13.2% |