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 | $75,328 | $167,307-55.0% | $143,757-47.6% | $134,475-44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,270 | $5,619+29.4% | $4,951+46.8% | $4,740+53.4% |
| Participant deferral / active EE | $15,953 | $6,446+147.5% | $5,637+183.0% | $6,400+149.3% |
| Admin fee / account holder | $662 | $18,088-96.3% | $14,673-95.5% | $11,426-94.2% |