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 | $140,350 | $167,307-16.1% | $143,757-2.4% | $134,475+4.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.28% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $7,263 | $5,619+29.3% | $4,951+46.7% | $4,740+53.2% |
| Participant deferral / active EE | $6,276 | $6,446-2.6% | $5,637+11.3% | $6,400-1.9% |
| Admin fee / account holder | $4,101 | $18,088-77.3% | $14,673-72.1% | $11,426-64.1% |