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 | $124,307 | $105,860+17.4% | $90,749+37.0% | $134,475-7.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.03% | -11.01%-1.0pp | -12.16%+0.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,869 | $3,462-17.1% | $2,921-1.8% | $4,740-39.5% |
| Participant deferral / active EE | $4,613 | $5,216-11.6% | $4,564+1.1% | $6,400-27.9% |
| Admin fee / account holder | $6,165 | $13,938-55.8% | $8,445-27.0% | $11,426-46.0% |