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 5-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 | $62,013 | $175,600-64.7% | $129,110-52.0% | $134,475-53.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | -11.39%-5.1pp | -10.94%-5.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,234 | $6,355-49.1% | $5,052-36.0% | $4,740-31.8% |
| Participant deferral / active EE | $3,617 | $7,975-54.6% | $6,542-44.7% | $6,400-43.5% |
| Admin fee / account holder | $3,482 | $23,567-85.2% | $14,302-75.7% | $11,426-69.5% |