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 | $71,975 | $167,307-57.0% | $143,757-49.9% | $134,475-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $7,615 | $5,619+35.5% | $4,951+53.8% | $4,740+60.7% |
| Participant deferral / active EE | $5,413 | $6,446-16.0% | $5,637-4.0% | $6,400-15.4% |
| Admin fee / account holder | $3,444 | $18,088-81.0% | $14,673-76.5% | $11,426-69.9% |