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 | $67,744 | $167,307-59.5% | $143,757-52.9% | $134,475-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.13% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $7,438 | $5,619+32.4% | $4,951+50.2% | $4,740+56.9% |
| Participant deferral / active EE | $6,360 | $6,446-1.3% | $5,637+12.8% | $6,400-0.6% |
| Admin fee / account holder | $2,539 | $18,088-86.0% | $14,673-82.7% | $11,426-77.8% |