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 3-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 | $33,964 | $82,286-58.7% | $68,791-50.6% | $134,475-74.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.03% | -2.19%-14.8pp | -6.38%-10.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,332 | $3,301-29.4% | $2,655-12.2% | $4,740-50.8% |
| Participant deferral / active EE | $8,092 | $4,739+70.8% | $3,941+105.3% | $6,400+26.4% |
| Admin fee / account holder | $314,029 | $6,481+4745.7% | $4,932+6267.4% | $11,426+2648.4% |