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 | $143,091 | $73,867+93.7% | $143,757-0.5% | $68,494+108.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.20% | 1.01%-13.2pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $10,616 | $3,184+233.4% | $4,951+114.4% | $2,596+308.9% |
| Participant deferral / active EE | $5,989 | $3,384+77.0% | $5,637+6.2% | $4,027+48.7% |
| Admin fee / account holder | $5,357 | $5,755-6.9% | $14,673-63.5% | $5,403-0.9% |