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 9-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 | $56,705 | $95,862-40.8% | $79,550-28.7% | $134,475-57.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -16.37% | -2.69%-13.7pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,850 | $3,128-40.9% | $2,413-23.3% | $4,740-61.0% |
| Participant deferral / active EE | $2,706 | $4,693-42.3% | $3,985-32.1% | $6,400-57.7% |
| Admin fee / account holder | $1,720 | $9,126-81.2% | $6,832-74.8% | $11,426-84.9% |