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 | $31,962 | $158,817-79.9% | $121,196-73.6% | $135,375-76.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.17% | -0.64%-2.5pp | 16.93%-20.1pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,189 | $5,665-79.0% | $4,022-70.4% | $4,779-75.1% |
| Participant deferral / active EE | $1,669 | $4,005-58.3% | $3,344-50.1% | $5,609-70.3% |
| Admin fee / account holder | $9,859 | $6,512+51.4% | $5,019+96.4% | $10,827-8.9% |