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 9-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 | $47,913 | $167,307-71.4% | $143,757-66.7% | $134,475-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.51% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,167 | $5,619-61.4% | $4,951-56.2% | $4,740-54.3% |
| Participant deferral / active EE | $8,239 | $6,446+27.8% | $5,637+46.2% | $6,400+28.7% |
| Admin fee / account holder | $4,595 | $18,088-74.6% | $14,673-68.7% | $11,426-59.8% |