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 | $100,278 | $95,862+4.6% | $79,550+26.1% | $134,475-25.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.14% | -2.69%-11.5pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,925 | $3,128-38.5% | $2,413-20.2% | $4,740-59.4% |
| Participant deferral / active EE | $4,002 | $4,693-14.7% | $3,985+0.4% | $6,400-37.5% |
| Admin fee / account holder | $5,133 | $9,126-43.8% | $6,832-24.9% | $11,426-55.1% |