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 | $36,762 | $167,307-78.0% | $143,757-74.4% | $134,475-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.35% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,710 | $5,619+19.4% | $4,951+35.5% | $4,740+41.6% |
| Participant deferral / active EE | $4,437 | $6,446-31.2% | $5,637-21.3% | $6,400-30.7% |
| Admin fee / account holder | $839 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |