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 4-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 | $64,547 | $167,307-61.4% | $143,757-55.1% | $134,475-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.43% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,502 | $5,619-73.3% | $4,951-69.7% | $4,740-68.3% |
| Participant deferral / active EE | $3,376 | $6,446-47.6% | $5,637-40.1% | $6,400-47.2% |
| Admin fee / account holder | $2,821 | $18,088-84.4% | $14,673-80.8% | $11,426-75.3% |