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 | $133,107 | $92,222+44.3% | $76,768+73.4% | $135,375-1.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.23% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $14,014 | $3,216+335.8% | $2,485+463.9% | $4,779+193.3% |
| Participant deferral / active EE | $3,077 | $4,509-31.8% | $3,852-20.1% | $5,609-45.1% |
| Admin fee / account holder | $4,997 | $10,748-53.5% | $6,675-25.1% | $10,827-53.8% |