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 7-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 | $107,017 | $167,307-36.0% | $143,757-25.6% | $134,475-20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.49% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $7,607 | $5,619+35.4% | $4,951+53.6% | $4,740+60.5% |
| Participant deferral / active EE | $7,091 | $6,446+10.0% | $5,637+25.8% | $6,400+10.8% |
| Admin fee / account holder | $650 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |