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 | $156,789 | $73,867+112.3% | $143,757+9.1% | $68,494+128.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.78% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $5,941 | $3,184+86.6% | $4,951+20.0% | $2,596+128.8% |
| Participant deferral / active EE | $4,959 | $3,384+46.5% | $5,637-12.0% | $4,027+23.1% |
| Admin fee / account holder | $1,378 | $5,755-76.1% | $14,673-90.6% | $5,403-74.5% |