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 | $20,517 | $167,307-87.7% | $143,757-85.7% | $134,475-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.89% | 0.46%-19.4pp | -0.04%-18.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,475 | $5,619+33.0% | $4,951+51.0% | $4,740+57.7% |
| Participant deferral / active EE | $4,562 | $6,446-29.2% | $5,637-19.1% | $6,400-28.7% |
| Admin fee / account holder | $1,540 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |