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 | $112,405 | $167,307-32.8% | $143,757-21.8% | $134,475-16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.45% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $11,029 | $5,619+96.3% | $4,951+122.8% | $4,740+132.7% |
| Participant deferral / active EE | $4,143 | $6,446-35.7% | $5,637-26.5% | $6,400-35.3% |
| Admin fee / account holder | $19,770 | $18,088+9.3% | $14,673+34.7% | $11,426+73.0% |