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 | $61,710 | $167,484-63.2% | $151,611-59.3% | $134,475-54.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.27% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,737 | $6,829-74.6% | $6,166-71.8% | $4,740-63.4% |
| Participant deferral / active EE | $3,246 | $8,986-63.9% | $8,363-61.2% | $6,400-49.3% |
| Admin fee / account holder | $34,750 | $13,783+152.1% | $11,616+199.2% | $11,426+204.1% |