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 | $19,784 | $167,307-88.2% | $143,757-86.2% | $134,475-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.60% | 0.46%-9.1pp | -0.04%-8.6pp | 417.96%-426.6pp |
| Employer contribution / active EE | $1,358 | $5,619-75.8% | $4,951-72.6% | $4,740-71.3% |
| Participant deferral / active EE | $2,473 | $6,446-61.6% | $5,637-56.1% | $6,400-61.4% |
| Admin fee / account holder | $143,043 | $18,088+690.8% | $14,673+874.9% | $11,426+1151.9% |