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 8-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 | $37,725 | $167,307-77.5% | $143,757-73.8% | $134,475-71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,058 | $5,619-45.6% | $4,951-38.2% | $4,740-35.5% |
| Participant deferral / active EE | $5,469 | $6,446-15.2% | $5,637-3.0% | $6,400-14.5% |
| Admin fee / account holder | $977 | $18,088-94.6% | $14,673-93.3% | $11,426-91.5% |