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 6-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 | $43,153 | $167,307-74.2% | $143,757-70.0% | $134,475-67.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.54% | 0.46%-1.0pp | -0.04%-0.5pp | 417.96%-418.5pp |
| Employer contribution / active EE | $8,089 | $5,619+43.9% | $4,951+63.4% | $4,740+70.7% |
| Participant deferral / active EE | $6,048 | $6,446-6.2% | $5,637+7.3% | $6,400-5.5% |
| Admin fee / account holder | $902 | $18,088-95.0% | $14,673-93.9% | $11,426-92.1% |