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 | $131,358 | $167,484-21.6% | $151,611-13.4% | $134,475-2.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.24% | 7.80%-23.0pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,541 | $6,829-62.8% | $6,166-58.8% | $4,740-46.4% |
| Participant deferral / active EE | $5,308 | $8,986-40.9% | $8,363-36.5% | $6,400-17.1% |
| Admin fee / account holder | $2,137 | $13,783-84.5% | $11,616-81.6% | $11,426-81.3% |