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 | $137,398 | $54,229+153.4% | $70,092+96.0% | $68,494+100.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.37% | -13.87%-0.5pp | 190.73%-205.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,116 | $2,018+54.4% | $2,559+21.8% | $2,596+20.0% |
| Participant deferral / active EE | $5,810 | $2,956+96.6% | $3,849+51.0% | $4,027+44.3% |
| Admin fee / account holder | $2,011 | $4,694-57.2% | $6,267-67.9% | $5,403-62.8% |