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 | $166,094 | $107,791+54.1% | $90,645+83.2% | $135,375+22.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.56% | -0.90%-5.7pp | 1.88%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,450 | $3,018-18.8% | $2,532-3.2% | $4,779-48.7% |
| Participant deferral / active EE | $4,667 | $3,872+20.5% | $3,425+36.3% | $5,609-16.8% |
| Admin fee / account holder | $3,772 | $5,930-36.4% | $4,994-24.5% | $10,827-65.2% |