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 | $157,348 | $167,307-6.0% | $143,757+9.5% | $134,475+17.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.68% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $8,729 | $5,619+55.3% | $4,951+76.3% | $4,740+84.2% |
| Participant deferral / active EE | $11,603 | $6,446+80.0% | $5,637+105.8% | $6,400+81.3% |
| Admin fee / account holder | $4,346 | $18,088-76.0% | $14,673-70.4% | $11,426-62.0% |