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 7-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 | $26,678 | $167,307-84.1% | $143,757-81.4% | $134,475-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.21% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,940 | $5,619-29.9% | $4,951-20.4% | $4,740-16.9% |
| Participant deferral / active EE | $6,059 | $6,446-6.0% | $5,637+7.5% | $6,400-5.3% |
| Admin fee / account holder | $2,362 | $18,088-86.9% | $14,673-83.9% | $11,426-79.3% |