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 | $57,371 | $48,274+18.8% | $63,517-9.7% | $59,632-3.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.37% | -240.79%+241.2pp | -70.30%+70.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,578 | $1,586-0.5% | $2,322-32.1% | $2,203-28.4% |
| Participant deferral / active EE | $2,254 | $2,343-3.8% | $2,953-23.7% | $3,192-29.4% |
| Admin fee / account holder | $1,985 | $3,600-44.9% | $5,892-66.3% | $4,297-53.8% |