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 | $153,445 | $95,862+60.1% | $79,550+92.9% | $134,475+14.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.11% | -2.69%-11.4pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $5,655 | $3,128+80.8% | $2,413+134.3% | $4,740+19.3% |
| Participant deferral / active EE | $8,666 | $4,693+84.7% | $3,985+117.4% | $6,400+35.4% |
| Admin fee / account holder | $8,251 | $9,126-9.6% | $6,832+20.8% | $11,426-27.8% |