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 | $31,378 | $167,307-81.2% | $143,757-78.2% | $134,475-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.96% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,923 | $5,619-12.4% | $4,951-0.6% | $4,740+3.9% |
| Participant deferral / active EE | $11,220 | $6,446+74.1% | $5,637+99.0% | $6,400+75.3% |
| Admin fee / account holder | $311 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |