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 | $118,711 | $167,307-29.0% | $143,757-17.4% | $134,475-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.60% | 0.46%-8.1pp | -0.04%-7.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $3,071 | $5,619-45.3% | $4,951-38.0% | $4,740-35.2% |
| Participant deferral / active EE | $8,974 | $6,446+39.2% | $5,637+59.2% | $6,400+40.2% |
| Admin fee / account holder | $1,457 | $18,088-91.9% | $14,673-90.1% | $11,426-87.2% |