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 | $159,099 | $95,862+66.0% | $79,550+100.0% | $134,475+18.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.10% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,608 | $3,128-48.6% | $2,413-33.4% | $4,740-66.1% |
| Participant deferral / active EE | $3,971 | $4,693-15.4% | $3,985-0.3% | $6,400-37.9% |
| Admin fee / account holder | $1,085 | $9,126-88.1% | $6,832-84.1% | $11,426-90.5% |