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 | $59,914 | $167,307-64.2% | $143,757-58.3% | $134,475-55.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.41% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,919 | $5,619-48.0% | $4,951-41.0% | $4,740-38.4% |
| Participant deferral / active EE | $11,555 | $6,446+79.3% | $5,637+105.0% | $6,400+80.6% |
| Admin fee / account holder | $383,278 | $18,088+2018.9% | $14,673+2512.2% | $11,426+3254.5% |