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 | $36,229 | $167,484-78.4% | $151,611-76.1% | $134,475-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.03% | 7.80%-10.8pp | 3.33%-6.4pp | 417.96%-421.0pp |
| Employer contribution / active EE | $3,707 | $6,829-45.7% | $6,166-39.9% | $4,740-21.8% |
| Participant deferral / active EE | $17,992 | $8,986+100.2% | $8,363+115.1% | $6,400+181.1% |
| Admin fee / account holder | $164,278 | $13,783+1091.9% | $11,616+1314.3% | $11,426+1337.8% |