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 | $87,784 | $167,307-47.5% | $143,757-38.9% | $134,475-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.82% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $7,057 | $5,619+25.6% | $4,951+42.5% | $4,740+48.9% |
| Participant deferral / active EE | $13,826 | $6,446+114.5% | $5,637+145.3% | $6,400+116.0% |
| Admin fee / account holder | $6,346 | $18,088-64.9% | $14,673-56.8% | $11,426-44.5% |