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 6-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 | $104,650 | $167,307-37.5% | $143,757-27.2% | $134,475-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.99% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $12,265 | $5,619+118.3% | $4,951+147.7% | $4,740+158.8% |
| Participant deferral / active EE | $12,927 | $6,446+100.5% | $5,637+129.3% | $6,400+102.0% |
| Admin fee / account holder | $589 | $18,088-96.7% | $14,673-96.0% | $11,426-94.8% |