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 | $40,730 | $167,307-75.7% | $143,757-71.7% | $134,475-69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.58% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,421 | $5,619+14.3% | $4,951+29.7% | $4,740+35.5% |
| Participant deferral / active EE | $3,966 | $6,446-38.5% | $5,637-29.6% | $6,400-38.0% |
| Admin fee / account holder | $2,700 | $18,088-85.1% | $14,673-81.6% | $11,426-76.4% |