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 | $100,149 | $167,484-40.2% | $151,611-33.9% | $134,475-25.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.39% | 7.80%-18.2pp | 3.33%-13.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $7,561 | $6,829+10.7% | $6,166+22.6% | $4,740+59.5% |
| Participant deferral / active EE | $11,634 | $8,986+29.5% | $8,363+39.1% | $6,400+81.8% |
| Admin fee / account holder | $1,911 | $13,783-86.1% | $11,616-83.5% | $11,426-83.3% |