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 | $26,542 | $158,817-83.3% | $121,196-78.1% | $135,375-80.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.69% | -0.64%0pp | 16.93%-17.6pp | 519.73%-520.4pp |
| Employer contribution / active EE | $9,441 | $5,665+66.7% | $4,022+134.7% | $4,779+97.6% |
| Participant deferral / active EE | $7,764 | $4,005+93.9% | $3,344+132.1% | $5,609+38.4% |
| Admin fee / account holder | $32,277 | $6,512+395.6% | $5,019+543.1% | $10,827+198.1% |