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 | $21,117 | $105,860-80.1% | $90,749-76.7% | $134,475-84.3% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -16.83% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,152 | $3,462+19.9% | $2,921+42.1% | $4,740-12.4% |
| Participant deferral / active EE | $9,539 | $5,216+82.9% | $4,564+109.0% | $6,400+49.1% |
| Admin fee / account holder | $3,349 | $13,938-76.0% | $8,445-60.3% | $11,426-70.7% |