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 | $32,132 | $167,307-80.8% | $143,757-77.6% | $134,475-76.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,810 | $5,619+3.4% | $4,951+17.4% | $4,740+22.6% |
| Participant deferral / active EE | $4,980 | $6,446-22.7% | $5,637-11.7% | $6,400-22.2% |
| Admin fee / account holder | $318 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |